Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $79,482 | $102,429-22.4% | $147,096-46.0% | $80,925-1.8% |
| Participation rate | 82.0% | 75.9%+6.1pp | 82.2%-0.2pp | 67.7%+14.3pp |
| Annual return | 18.30% | 135.02%-116.7pp | 419.75%-401.4pp | 35.65%-17.3pp |
| Employer contribution / active EE | $5,591 | $3,716+50.5% | $4,936+13.3% | $2,756+102.8% |
| Participant deferral / active EE | $5,838 | $6,649-12.2% | $8,071-27.7% | $4,299+35.8% |
| Admin fee / account holder | $1,796 | $7,957-77.4% | $13,005-86.2% | $6,940-74.1% |