Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $55,386 | $102,422-45.9% | $147,117-62.4% | $80,959-31.6% |
| Participation rate | 71.9% | 75.9%-4.0pp | 82.2%-10.3pp | 67.7%+4.2pp |
| Annual return | 21.87% | 135.16%-113.3pp | 420.54%-398.7pp | 35.67%-13.8pp |
| Employer contribution / active EE | $4,350 | $3,717+17.0% | $4,932-11.8% | $2,757+57.8% |
| Participant deferral / active EE | $8,318 | $6,652+25.0% | $8,065+3.1% | $4,300+93.4% |
| Admin fee / account holder | $5,182 | $7,953-34.8% | $12,993-60.1% | $6,925-25.2% |