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 | $80,913 | $102,422-21.0% | $147,117-45.0% | $80,959-0.1% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 18.25% | 135.16%-116.9pp | 420.54%-402.3pp | 35.67%-17.4pp |
| Employer contribution / active EE | $3,714 | $3,717-0.1% | $4,932-24.7% | $2,757+34.7% |
| Participant deferral / active EE | $12,360 | $6,652+85.8% | $8,065+53.3% | $4,300+187.4% |
| Admin fee / account holder | $7,416 | $7,953-6.8% | $12,993-42.9% | $6,925+7.1% |