Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $47,864 | $102,385-53.3% | $147,080-67.5% | $80,935-40.9% |
| Participation rate | 76.9% | 75.9%+1.1pp | 82.2%-5.3pp | 67.7%+9.3pp |
| Annual return | 20.86% | 135.09%-114.2pp | 420.17%-399.3pp | 35.66%-14.8pp |
| Employer contribution / active EE | $4,886 | $3,717+31.4% | $4,933-1.0% | $2,757+77.2% |
| Participant deferral / active EE | $10,507 | $6,651+58.0% | $8,066+30.3% | $4,299+144.4% |
| Admin fee / account holder | $4,745 | $7,951-40.3% | $12,989-63.5% | $6,924-31.5% |