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 | $102,385-15.6% | $147,080-41.3% | $80,935+6.7% |
| Participation rate | 77.2% | 75.9%+1.3pp | 82.2%-5.0pp | 67.7%+9.6pp |
| Annual return | 19.01% | 135.09%-116.1pp | 420.17%-401.2pp | 35.66%-16.7pp |
| Employer contribution / active EE | $4,028 | $3,717+8.4% | $4,933-18.4% | $2,757+46.1% |
| Participant deferral / active EE | $8,781 | $6,651+32.0% | $8,066+8.9% | $4,299+104.2% |
| Admin fee / account holder | $9,170 | $7,951+15.3% | $12,989-29.4% | $6,924+32.4% |