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 | $105,332 | $85,766+22.8% | $136,298-22.7% | $70,126+50.2% |
| Participation rate | 78.9% | 74.2%+4.8pp | 81.9%-3.0pp | 69.5%+9.4pp |
| Annual return | 17.79% | 31.46%-13.7pp | 5156.27%-5138.5pp | 73.15%-55.4pp |
| Employer contribution / active EE | $4,399 | $2,966+48.3% | $4,696-6.3% | $2,343+87.8% |
| Participant deferral / active EE | $7,347 | $5,051+45.4% | $6,247+17.6% | $3,332+120.5% |
| Admin fee / account holder | $11,875 | $5,421+119.1% | $9,244+28.5% | $4,645+155.6% |