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 | $83,965 | $85,766-2.1% | $136,298-38.4% | $70,126+19.7% |
| Participation rate | 96.3% | 74.2%+22.1pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 15.71% | 31.46%-15.7pp | 5156.27%-5140.6pp | 73.15%-57.4pp |
| Employer contribution / active EE | $4,195 | $2,966+41.4% | $4,696-10.7% | $2,343+79.1% |
| Participant deferral / active EE | $3,274 | $5,051-35.2% | $6,247-47.6% | $3,332-1.7% |
| Admin fee / account holder | $1,110 | $5,421-79.5% | $9,244-88.0% | $4,645-76.1% |