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 | $71,352 | $72,071-1.0% | $68,368+4.4% | $137,256-48.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 16.73% | 353.14%-336.4pp | 292.57%-275.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,876 | $2,788-32.7% | $2,649-29.2% | $4,156-54.9% |
| Participant deferral / active EE | $7,512 | $4,410+70.3% | $4,123+82.2% | $6,407+17.3% |
| Admin fee / account holder | $1,136 | $5,336-78.7% | $5,150-77.9% | $12,270-90.7% |