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 | $147,362 | $103,000+43.1% | $90,300+63.2% | $152,885-3.6% |
| Participation rate | 95.0% | 75.9%+19.1pp | 73.3%+21.7pp | 82.5%+12.5pp |
| Annual return | 32.83% | 95.19%-62.4pp | 78.11%-45.3pp | 345.39%-312.6pp |
| Employer contribution / active EE | $3,142 | $3,138+0.1% | $2,854+10.1% | $4,763-34.0% |
| Participant deferral / active EE | $7,239 | $4,281+69.1% | $3,884+86.4% | $5,851+23.7% |
| Admin fee / account holder | $2,536 | $6,173-58.9% | $5,353-52.6% | $11,598-78.1% |