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 | $90,734 | $102,422-11.4% | $147,117-38.3% | $80,959+12.1% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 15.03% | 135.16%-120.1pp | 420.54%-405.5pp | 35.67%-20.6pp |
| Employer contribution / active EE | $7,800 | $3,717+109.8% | $4,932+58.1% | $2,757+182.9% |
| Participant deferral / active EE | $13,753 | $6,652+106.8% | $8,065+70.5% | $4,300+219.8% |
| Admin fee / account holder | $3,799 | $7,953-52.2% | $12,993-70.8% | $6,925-45.1% |