Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $66,336 | $52,353+26.7% | $120,225-44.8% | $82,448-19.5% |
| Participation rate | 73.3% | 58.3%+15.0pp | 69.6%+3.8pp | 68.1%+5.3pp |
| Annual return | 16.10% | 61.85%-45.7pp | 439.23%-423.1pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,766 | $1,510+16.9% | $3,475-49.2% | $2,551-30.8% |
| Participant deferral / active EE | $4,328 | $2,627+64.8% | $3,999+8.2% | $4,139+4.6% |
| Admin fee / account holder | $923 | $4,363-78.8% | $5,696-83.8% | $7,234-87.2% |