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 | $68,488 | $75,962-9.8% | $154,108-55.6% | $64,173+6.7% |
| Participation rate | 81.3% | 70.4%+10.8pp | 83.0%-1.8pp | 69.6%+11.7pp |
| Annual return | 6.46% | 30.32%-23.9pp | 735.21%-728.7pp | 7.63%-1.2pp |
| Employer contribution / active EE | $11,139 | $3,350+232.5% | $5,298+110.3% | $2,381+367.9% |
| Participant deferral / active EE | $7,885 | $3,175+148.4% | $5,081+55.2% | $3,470+127.3% |
| Admin fee / account holder | $2,731 | $5,589-51.1% | $13,411-79.6% | $4,887-44.1% |