Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $69,392 | $160,070-56.6% | $147,117-52.8% | $145,897-52.4% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 13.94% | 98.69%-84.7pp | 420.54%-406.6pp | 552.29%-538.3pp |
| Employer contribution / active EE | $3,849 | $5,285-27.2% | $4,932-22.0% | $4,663-17.4% |
| Participant deferral / active EE | $4,017 | $8,419-52.3% | $8,065-50.2% | $6,689-40.0% |
| Admin fee / account holder | $7,257 | $15,035-51.7% | $12,993-44.1% | $13,390-45.8% |