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 | $86,231 | $102,429-15.8% | $147,096-41.4% | $80,925+6.6% |
| Participation rate | 97.6% | 75.9%+21.8pp | 82.2%+15.4pp | 67.7%+30.0pp |
| Annual return | 15.57% | 135.02%-119.5pp | 419.75%-404.2pp | 35.65%-20.1pp |
| Employer contribution / active EE | $3,952 | $3,716+6.4% | $4,936-19.9% | $2,756+43.4% |
| Participant deferral / active EE | $8,118 | $6,649+22.1% | $8,071+0.6% | $4,299+88.9% |
| Admin fee / account holder | $5,757 | $7,957-27.6% | $13,005-55.7% | $6,940-17.0% |