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 | $96,302 | $67,823+42.0% | $52,425+83.7% | $137,256-29.8% |
| Participation rate | 87.5% | 63.9%+23.6pp | 55.6%+31.9pp | 80.0%+7.5pp |
| Annual return | 16.85% | 219.11%-202.3pp | 302.12%-285.3pp | 220.34%-203.5pp |
| Employer contribution / active EE | $4,916 | $1,163+322.7% | $914+437.8% | $4,156+18.3% |
| Participant deferral / active EE | $5,223 | $2,288+128.3% | $1,790+191.7% | $6,407-18.5% |
| Admin fee / account holder | $927 | $2,844-67.4% | $2,495-62.8% | $12,270-92.4% |