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 | $99,386 | $102,422-3.0% | $147,117-32.4% | $80,959+22.8% |
| Participation rate | 88.7% | 75.9%+12.8pp | 82.2%+6.5pp | 67.7%+21.0pp |
| Annual return | 16.31% | 135.16%-118.8pp | 420.54%-404.2pp | 35.67%-19.4pp |
| Employer contribution / active EE | $5,275 | $3,717+41.9% | $4,932+6.9% | $2,757+91.3% |
| Participant deferral / active EE | $10,483 | $6,652+57.6% | $8,065+30.0% | $4,300+143.8% |
| Admin fee / account holder | $6,694 | $7,953-15.8% | $12,993-48.5% | $6,925-3.3% |