Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $105,728 | $102,385+3.3% | $147,080-28.1% | $80,935+30.6% |
| Participation rate | 71.4% | 75.9%-4.4pp | 82.2%-10.8pp | 67.7%+3.8pp |
| Annual return | 12.73% | 135.09%-122.4pp | 420.17%-407.4pp | 35.66%-22.9pp |
| Employer contribution / active EE | $3,612 | $3,717-2.8% | $4,933-26.8% | $2,757+31.0% |
| Participant deferral / active EE | $7,849 | $6,651+18.0% | $8,066-2.7% | $4,299+82.6% |
| Admin fee / account holder | $1,523 | $7,951-80.8% | $12,989-88.3% | $6,924-78.0% |