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 | $97,577 | $85,766+13.8% | $136,298-28.4% | $70,126+39.1% |
| Participation rate | 96.8% | 74.2%+22.6pp | 81.9%+14.9pp | 69.5%+27.2pp |
| Annual return | 16.60% | 31.46%-14.9pp | 5156.27%-5139.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $15,865 | $2,966+434.9% | $4,696+237.9% | $2,343+577.3% |
| Participant deferral / active EE | $6,333 | $5,051+25.4% | $6,247+1.4% | $3,332+90.1% |
| Admin fee / account holder | $2,345 | $5,421-56.7% | $9,244-74.6% | $4,645-49.5% |