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 | $102,422-32.2% | $147,117-52.8% | $80,959-14.3% |
| Participation rate | 70.5% | 75.9%-5.4pp | 82.2%-11.7pp | 67.7%+2.8pp |
| Annual return | 14.71% | 135.16%-120.4pp | 420.54%-405.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $3,670 | $3,717-1.3% | $4,932-25.6% | $2,757+33.1% |
| Participant deferral / active EE | $9,496 | $6,652+42.8% | $8,065+17.7% | $4,300+120.8% |
| Admin fee / account holder | $10,021 | $7,953+26.0% | $12,993-22.9% | $6,925+44.7% |