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 | $87,259 | $111,785-21.9% | $93,669-6.8% | $145,877-40.2% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 20.40% | 203.79%-183.4pp | 133.59%-113.2pp | 551.28%-530.9pp |
| Employer contribution / active EE | $1,937 | $3,096-37.4% | $2,424-20.1% | $4,663-58.5% |
| Participant deferral / active EE | $3,666 | $4,919-25.5% | $4,416-17.0% | $6,691-45.2% |
| Admin fee / account holder | $5,904 | $10,256-42.4% | $8,291-28.8% | $13,402-56.0% |