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 | $71,920 | $58,726+22.5% | $92,240-22.0% | $62,293+15.5% |
| Participation rate | 99.0% | 68.3%+30.7pp | 76.5%+22.5pp | 69.5%+29.5pp |
| Annual return | 48.63% | 43.62%+5.0pp | 176.29%-127.7pp | 28.90%+19.7pp |
| Employer contribution / active EE | $5,453 | $2,392+128.0% | $3,680+48.2% | $2,042+167.0% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1,174 | $556+111.0% | $5,194-77.4% | $479+145.0% |