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 | $86,367 | $102,382-15.6% | $147,005-41.2% | $80,874+6.8% |
| Participation rate | 77.2% | 75.8%+1.4pp | 82.2%-4.9pp | 67.6%+9.6pp |
| Annual return | 19.01% | 134.89%-115.9pp | 418.76%-399.8pp | 35.62%-16.6pp |
| Employer contribution / active EE | $4,028 | $3,715+8.4% | $4,934-18.4% | $2,756+46.2% |
| Participant deferral / active EE | $8,781 | $6,646+32.1% | $8,070+8.8% | $4,297+104.3% |
| Admin fee / account holder | $9,170 | $7,942+15.5% | $13,006-29.5% | $6,935+32.2% |