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 | $92,420 | $69,012+33.9% | $160,009-42.2% | $68,486+34.9% |
| Participation rate | 96.3% | 65.4%+30.9pp | 78.0%+18.3pp | 67.9%+28.4pp |
| Annual return | 52.95% | -9.65%+62.6pp | 408.85%-355.9pp | -7.85%+60.8pp |
| Employer contribution / active EE | $6,416 | $2,212+190.0% | $4,225+51.9% | $2,597+147.1% |
| Participant deferral / active EE | $9,640 | $4,212+128.9% | $6,183+55.9% | $4,028+139.3% |
| Admin fee / account holder | $11,822 | $4,798+146.4% | $8,715+35.7% | $5,404+118.8% |