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 | $191,506 | $99,079+93.3% | $78,002+145.5% | $273,972-30.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 7.83% | 217.93%-210.1pp | 425.99%-418.2pp | 41.46%-33.6pp |
| Employer contribution / active EE | $2,877 | $3,308-13.0% | $2,470+16.5% | $4,869-40.9% |
| Participant deferral / active EE | $8,143 | $4,306+89.1% | $3,497+132.8% | $5,287+54.0% |
| Admin fee / account holder | $16,170 | $8,954+80.6% | $5,481+195.0% | $10,133+59.6% |