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 | $63,335 | $102,429-38.2% | $147,096-56.9% | $80,925-21.7% |
| Participation rate | 78.6% | 75.9%+2.7pp | 82.2%-3.6pp | 67.7%+10.9pp |
| Annual return | 18.82% | 135.02%-116.2pp | 419.75%-400.9pp | 35.65%-16.8pp |
| Employer contribution / active EE | $4,893 | $3,716+31.7% | $4,936-0.9% | $2,756+77.5% |
| Participant deferral / active EE | $9,402 | $6,649+41.4% | $8,071+16.5% | $4,299+118.7% |
| Admin fee / account holder | $3,733 | $7,957-53.1% | $13,005-71.3% | $6,940-46.2% |