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 | $171,068 | $102,385+67.1% | $147,080+16.3% | $80,935+111.4% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.7%+10.1pp |
| Annual return | 16.17% | 135.09%-118.9pp | 420.17%-404.0pp | 35.66%-19.5pp |
| Employer contribution / active EE | $11,547 | $3,717+210.7% | $4,933+134.1% | $2,757+318.9% |
| Participant deferral / active EE | $14,514 | $6,651+118.2% | $8,066+79.9% | $4,299+237.6% |
| Admin fee / account holder | $9,536 | $7,951+19.9% | $12,989-26.6% | $6,924+37.7% |