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 | $54,750 | $102,429-46.5% | $147,096-62.8% | $80,925-32.3% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | 15.60% | 135.02%-119.4pp | 419.75%-404.2pp | 35.65%-20.1pp |
| Employer contribution / active EE | $8,673 | $3,716+133.4% | $4,936+75.7% | $2,756+214.7% |
| Participant deferral / active EE | $14,429 | $6,649+117.0% | $8,071+78.8% | $4,299+235.7% |
| Admin fee / account holder | $6,101 | $7,957-23.3% | $13,005-53.1% | $6,940-12.1% |