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 | $117,721 | $58,258+102.1% | $81,820+43.9% | $80,925+45.5% |
| Participation rate | 75.0% | 63.5%+11.5pp | 72.4%+2.6pp | 67.7%+7.3pp |
| Annual return | 15.75% | 41.76%-26.0pp | 777.93%-762.2pp | 35.65%-19.9pp |
| Employer contribution / active EE | $4,321 | $2,345+84.3% | $2,915+48.2% | $2,756+56.8% |
| Participant deferral / active EE | $9,546 | $3,284+190.7% | $4,323+120.8% | $4,299+122.1% |
| Admin fee / account holder | $18,206 | $4,976+265.9% | $7,391+146.3% | $6,940+162.3% |