Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $90,670 | $102,382-11.4% | $147,005-38.3% | $80,874+12.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 14.65% | 134.89%-120.2pp | 418.76%-404.1pp | 35.62%-21.0pp |
| Employer contribution / active EE | $3,601 | $3,715-3.1% | $4,934-27.0% | $2,756+30.7% |
| Participant deferral / active EE | $8,042 | $6,646+21.0% | $8,070-0.3% | $4,297+87.1% |
| Admin fee / account holder | $3,405 | $7,942-57.1% | $13,006-73.8% | $6,935-50.9% |