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 | $50,937 | $102,422-50.3% | $147,117-65.4% | $80,959-37.1% |
| Participation rate | 72.0% | 75.9%-3.9pp | 82.2%-10.2pp | 67.7%+4.3pp |
| Annual return | 19.12% | 135.16%-116.0pp | 420.54%-401.4pp | 35.67%-16.5pp |
| Employer contribution / active EE | $2,506 | $3,717-32.6% | $4,932-49.2% | $2,757-9.1% |
| Participant deferral / active EE | $5,671 | $6,652-14.7% | $8,065-29.7% | $4,300+31.9% |
| Admin fee / account holder | $2,011 | $7,953-74.7% | $12,993-84.5% | $6,925-71.0% |