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 | $82,899 | $123,854-33.1% | $69,623+19.1% | $145,884-43.2% |
| Participation rate | 71.4% | 69.2%+2.2pp | 66.4%+5.0pp | 80.3%-8.9pp |
| Annual return | 14.40% | 192.35%-178.0pp | 101.23%-86.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $2,553 | $2,673-4.5% | $1,709+49.4% | $4,662-45.2% |
| Participant deferral / active EE | $6,883 | $4,242+62.2% | $2,890+138.2% | $6,690+2.9% |
| Admin fee / account holder | $3,337 | $7,822-57.3% | $4,696-28.9% | $13,392-75.1% |