Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,112 | $102,422-22.8% | $147,117-46.2% | $80,959-2.3% |
| Participation rate | 98.2% | 75.9%+22.3pp | 82.2%+16.0pp | 67.7%+30.5pp |
| Annual return | 13.88% | 135.16%-121.3pp | 420.54%-406.7pp | 35.67%-21.8pp |
| Employer contribution / active EE | $4,932 | $3,717+32.7% | $4,9320% | $2,757+78.9% |
| Participant deferral / active EE | $11,629 | $6,652+74.8% | $8,065+44.2% | $4,300+170.4% |
| Admin fee / account holder | $5,847 | $7,953-26.5% | $12,993-55.0% | $6,925-15.6% |