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 | $145,384 | $132,099+10.1% | $115,599+25.8% | $138,895+4.7% |
| Participation rate | 78.6% | 77.9%+0.7pp | 74.3%+4.3pp | 79.9%-1.3pp |
| Annual return | 16.25% | 176.76%-160.5pp | 111.10%-94.8pp | 145.39%-129.1pp |
| Employer contribution / active EE | $5,357 | $3,416+56.8% | $2,955+81.3% | $4,194+27.7% |
| Participant deferral / active EE | $9,782 | $5,617+74.2% | $4,889+100.1% | $6,396+52.9% |
| Admin fee / account holder | $695 | $15,650-95.6% | $12,841-94.6% | $12,562-94.5% |