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 | $133,346 | $80,812+65.0% | $160,784-17.1% | $82,448+61.7% |
| Participation rate | 88.2% | 66.2%+22.0pp | 77.0%+11.3pp | 68.1%+20.2pp |
| Annual return | 15.44% | 100.59%-85.2pp | 1803.92%-1788.5pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,459 | $2,174+13.1% | $3,733-34.1% | $2,551-3.6% |
| Participant deferral / active EE | $6,178 | $4,335+42.5% | $6,293-1.8% | $4,139+49.2% |
| Admin fee / account holder | $17,086 | $7,695+122.0% | $9,717+75.8% | $7,234+136.2% |