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 | $71,406 | $102,385-30.3% | $147,080-51.5% | $80,935-11.8% |
| Participation rate | 89.7% | 75.9%+13.8pp | 82.2%+7.5pp | 67.7%+22.0pp |
| Annual return | 12.85% | 135.09%-122.2pp | 420.17%-407.3pp | 35.66%-22.8pp |
| Employer contribution / active EE | $3,699 | $3,717-0.5% | $4,933-25.0% | $2,757+34.2% |
| Participant deferral / active EE | $9,090 | $6,651+36.7% | $8,066+12.7% | $4,299+111.4% |
| Admin fee / account holder | $20,433 | $7,951+157.0% | $12,989+57.3% | $6,924+195.1% |