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 | $119,277 | $58,258+104.7% | $81,820+45.8% | $80,925+47.4% |
| Participation rate | 83.3% | 63.5%+19.9pp | 72.4%+10.9pp | 67.7%+15.7pp |
| Annual return | 12.30% | 41.76%-29.5pp | 777.93%-765.6pp | 35.65%-23.3pp |
| Employer contribution / active EE | $1,818 | $2,345-22.5% | $2,915-37.6% | $2,756-34.0% |
| Participant deferral / active EE | $5,612 | $3,284+70.9% | $4,323+29.8% | $4,299+30.6% |
| Admin fee / account holder | $16,217 | $4,976+225.9% | $7,391+119.4% | $6,940+133.7% |