Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $131,284 | $102,429+28.2% | $147,096-10.7% | $80,925+62.2% |
| Participation rate | 73.1% | 75.9%-2.8pp | 82.2%-9.1pp | 67.7%+5.4pp |
| Annual return | 18.43% | 135.02%-116.6pp | 419.75%-401.3pp | 35.65%-17.2pp |
| Employer contribution / active EE | $4,038 | $3,716+8.7% | $4,936-18.2% | $2,756+46.5% |
| Participant deferral / active EE | $10,982 | $6,649+65.2% | $8,071+36.1% | $4,299+155.5% |
| Admin fee / account holder | $4,200 | $7,957-47.2% | $13,005-67.7% | $6,940-39.5% |