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 | $109,189 | $102,422+6.6% | $147,117-25.8% | $80,959+34.9% |
| Participation rate | 75.0% | 75.9%-0.9pp | 82.2%-7.2pp | 67.7%+7.3pp |
| Annual return | 14.16% | 135.16%-121.0pp | 420.54%-406.4pp | 35.67%-21.5pp |
| Employer contribution / active EE | $4,001 | $3,717+7.6% | $4,932-18.9% | $2,757+45.1% |
| Participant deferral / active EE | $7,766 | $6,652+16.7% | $8,065-3.7% | $4,300+80.6% |
| Admin fee / account holder | $22,743 | $7,953+186.0% | $12,993+75.0% | $6,925+228.4% |