Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $52,317 | $102,429-48.9% | $147,096-64.4% | $80,925-35.4% |
| Participation rate | 85.2% | 75.9%+9.3pp | 82.2%+3.0pp | 67.7%+17.5pp |
| Annual return | 41.58% | 135.02%-93.4pp | 419.75%-378.2pp | 35.65%+5.9pp |
| Employer contribution / active EE | $3,528 | $3,716-5.0% | $4,936-28.5% | $2,756+28.0% |
| Participant deferral / active EE | $10,001 | $6,649+50.4% | $8,071+23.9% | $4,299+132.6% |
| Admin fee / account holder | $1,553 | $7,957-80.5% | $13,005-88.1% | $6,940-77.6% |