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 | $146,931 | $115,814+26.9% | $101,275+45.1% | $158,982-7.6% |
| Participation rate | 93.8% | 79.4%+14.4pp | 75.8%+17.9pp | 82.0%+11.8pp |
| Annual return | 13.43% | 56.16%-42.7pp | 46.48%-33.1pp | 302.99%-289.6pp |
| Employer contribution / active EE | $9,609 | $4,176+130.1% | $3,660+162.5% | $4,763+101.7% |
| Participant deferral / active EE | $5,753 | $4,958+16.0% | $4,371+31.6% | $5,983-3.8% |
| Admin fee / account holder | $1,274 | $7,249-82.4% | $5,948-78.6% | $11,252-88.7% |