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 | $72,841 | $103,000-29.3% | $90,300-19.3% | $152,885-52.4% |
| Participation rate | 92.3% | 75.9%+16.4pp | 73.3%+19.0pp | 82.5%+9.9pp |
| Annual return | 25.98% | 95.19%-69.2pp | 78.11%-52.1pp | 345.39%-319.4pp |
| Employer contribution / active EE | $6,920 | $3,138+120.5% | $2,854+142.5% | $4,763+45.3% |
| Participant deferral / active EE | $5,105 | $4,281+19.3% | $3,884+31.4% | $5,851-12.7% |
| Admin fee / account holder | $7,589 | $6,173+22.9% | $5,353+41.8% | $11,598-34.6% |