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 | $67,326 | $63,346+6.3% | $92,240-27.0% | $70,126-4.0% |
| Participation rate | 84.5% | 68.7%+15.8pp | 76.5%+8.0pp | 69.5%+14.9pp |
| Annual return | 15.83% | 530.19%-514.4pp | 176.29%-160.5pp | 73.15%-57.3pp |
| Employer contribution / active EE | $7,280 | $2,471+194.6% | $3,680+97.8% | $2,343+210.8% |
| Participant deferral / active EE | $6,553 | $2,854+129.6% | $3,897+68.1% | $3,332+96.7% |
| Admin fee / account holder | $938 | $3,841-75.6% | $5,194-81.9% | $4,645-79.8% |