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 | $87,647 | $102,422-14.4% | $147,117-40.4% | $80,959+8.3% |
| Participation rate | 85.9% | 75.9%+10.0pp | 82.2%+3.7pp | 67.7%+18.2pp |
| Annual return | 18.13% | 135.16%-117.0pp | 420.54%-402.4pp | 35.67%-17.5pp |
| Employer contribution / active EE | $4,591 | $3,717+23.5% | $4,932-6.9% | $2,757+66.5% |
| Participant deferral / active EE | $13,077 | $6,652+96.6% | $8,065+62.2% | $4,300+204.1% |
| Admin fee / account holder | $2,856 | $7,953-64.1% | $12,993-78.0% | $6,925-58.8% |