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 | $64,589 | $102,422-36.9% | $147,117-56.1% | $80,959-20.2% |
| Participation rate | 96.8% | 75.9%+20.9pp | 82.2%+14.6pp | 67.7%+29.1pp |
| Annual return | 18.37% | 135.16%-116.8pp | 420.54%-402.2pp | 35.67%-17.3pp |
| Employer contribution / active EE | $3,770 | $3,717+1.4% | $4,932-23.6% | $2,757+36.7% |
| Participant deferral / active EE | $6,029 | $6,652-9.4% | $8,065-25.2% | $4,300+40.2% |
| Admin fee / account holder | $2,403 | $7,953-69.8% | $12,993-81.5% | $6,925-65.3% |