Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $63,501 | $102,429-38.0% | $147,096-56.8% | $80,925-21.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.7%+12.3pp |
| Annual return | 16.69% | 135.02%-118.3pp | 419.75%-403.1pp | 35.65%-19.0pp |
| Employer contribution / active EE | $4,374 | $3,716+17.7% | $4,936-11.4% | $2,756+58.7% |
| Participant deferral / active EE | $8,532 | $6,649+28.3% | $8,071+5.7% | $4,299+98.5% |
| Admin fee / account holder | $1,898 | $7,957-76.2% | $13,005-85.4% | $6,940-72.7% |