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 | $97,569 | $102,385-4.7% | $147,080-33.7% | $80,935+20.6% |
| Participation rate | 78.6% | 75.9%+2.7pp | 82.2%-3.6pp | 67.7%+10.9pp |
| Annual return | 19.00% | 135.09%-116.1pp | 420.17%-401.2pp | 35.66%-16.7pp |
| Employer contribution / active EE | $5,797 | $3,717+56.0% | $4,933+17.5% | $2,757+110.3% |
| Participant deferral / active EE | $8,806 | $6,651+32.4% | $8,066+9.2% | $4,299+104.8% |
| Admin fee / account holder | $5,284 | $7,951-33.5% | $12,989-59.3% | $6,924-23.7% |