Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $53,992 | $102,422-47.3% | $147,117-63.3% | $80,959-33.3% |
| Participation rate | 84.1% | 75.9%+8.3pp | 82.2%+1.9pp | 67.7%+16.5pp |
| Annual return | 14.80% | 135.16%-120.4pp | 420.54%-405.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $3,281 | $3,717-11.7% | $4,932-33.5% | $2,757+19.0% |
| Participant deferral / active EE | $9,279 | $6,652+39.5% | $8,065+15.1% | $4,300+115.8% |
| Admin fee / account holder | $1,981 | $7,953-75.1% | $12,993-84.8% | $6,925-71.4% |