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 | $69,401 | $102,429-32.2% | $147,096-52.8% | $80,925-14.2% |
| Participation rate | 70.5% | 75.9%-5.4pp | 82.2%-11.7pp | 67.7%+2.8pp |
| Annual return | 14.71% | 135.02%-120.3pp | 419.75%-405.0pp | 35.65%-20.9pp |
| Employer contribution / active EE | $3,670 | $3,716-1.2% | $4,936-25.7% | $2,756+33.1% |
| Participant deferral / active EE | $9,496 | $6,649+42.8% | $8,071+17.7% | $4,299+120.9% |
| Admin fee / account holder | $10,021 | $7,957+25.9% | $13,005-22.9% | $6,940+44.4% |