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 | $92,219 | $60,128+53.4% | $90,440+2.0% | $79,852+15.5% |
| Participation rate | 88.0% | 65.0%+23.0pp | 72.7%+15.3pp | 69.6%+18.4pp |
| Annual return | 11.27% | 71.95%-60.7pp | 1294.38%-1283.1pp | 31.72%-20.4pp |
| Employer contribution / active EE | $1,723 | $2,068-16.7% | $3,263-47.2% | $2,471-30.3% |
| Participant deferral / active EE | $2,754 | $2,939-6.3% | $3,964-30.5% | $3,740-26.4% |
| Admin fee / account holder | $3,180 | $3,977-20.0% | $5,615-43.4% | $5,306-40.1% |