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 | $162,170 | $102,393+58.4% | $147,041+10.3% | $80,911+100.4% |
| Participation rate | 98.5% | 75.9%+22.6pp | 82.2%+16.3pp | 67.6%+30.8pp |
| Annual return | 12.11% | 134.95%-122.8pp | 419.21%-407.1pp | 35.63%-23.5pp |
| Employer contribution / active EE | $4,260 | $3,715+14.6% | $4,935-13.7% | $2,756+54.6% |
| Participant deferral / active EE | $8,757 | $6,647+31.7% | $8,071+8.5% | $4,297+103.8% |
| Admin fee / account holder | $5,040 | $7,943-36.6% | $13,006-61.3% | $6,935-27.3% |