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 | $86,769 | $160,070-45.8% | $147,117-41.0% | $145,897-40.5% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+14.9pp |
| Annual return | 15.84% | 98.69%-82.8pp | 420.54%-404.7pp | 552.29%-536.4pp |
| Employer contribution / active EE | $2,000 | $5,285-62.2% | $4,932-59.5% | $4,663-57.1% |
| Participant deferral / active EE | $8,113 | $8,419-3.6% | $8,065+0.6% | $6,689+21.3% |
| Admin fee / account holder | $9,495 | $15,035-36.8% | $12,993-26.9% | $13,390-29.1% |