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 | $85,096 | $60,139+41.5% | $90,461-5.9% | $79,856+6.6% |
| Participation rate | 87.2% | 65.0%+22.2pp | 72.7%+14.5pp | 69.6%+17.6pp |
| Annual return | 20.32% | 71.96%-51.6pp | 1294.76%-1274.4pp | 31.71%-11.4pp |
| Employer contribution / active EE | $4,390 | $2,069+112.2% | $3,264+34.5% | $2,471+77.6% |
| Participant deferral / active EE | $6,525 | $2,939+122.0% | $3,964+64.6% | $3,741+74.4% |
| Admin fee / account holder | $6,161 | $3,978+54.9% | $5,617+9.7% | $5,306+16.1% |