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 | $209,604 | $89,367+134.5% | $141,191+48.5% | $72,975+187.2% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 19.41% | 111.87%-92.5pp | 71.41%-52.0pp | 81.01%-61.6pp |
| Employer contribution / active EE | $6,492 | $3,115+108.4% | $4,736+37.1% | $2,440+166.1% |
| Participant deferral / active EE | $10,138 | $5,419+87.1% | $6,710+51.1% | $3,608+181.0% |
| Admin fee / account holder | $80,814 | $5,957+1256.7% | $10,264+687.4% | $5,124+1477.2% |