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 | $125,589 | $95,415+31.6% | $185,851-32.4% | $85,851+46.3% |
| Participation rate | 88.9% | 68.8%+20.1pp | 81.7%+7.2pp | 69.3%+19.6pp |
| Annual return | 16.66% | 23.59%-6.9pp | 122.11%-105.4pp | 318.63%-302.0pp |
| Employer contribution / active EE | $2,339 | $3,314-29.4% | $5,168-54.7% | $2,565-8.8% |
| Participant deferral / active EE | $6,235 | $3,424+82.1% | $5,569+12.0% | $3,952+57.7% |
| Admin fee / account holder | $3,676 | $7,215-49.0% | $16,245-77.4% | $6,261-41.3% |