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 | $158,512 | $106,918+48.3% | $84,021+88.7% | $152,897+3.7% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.5%+7.5pp |
| Annual return | 19.45% | 105.01%-85.6pp | 71.32%-51.9pp | 345.43%-326.0pp |
| Employer contribution / active EE | $13,521 | $2,735+394.4% | $1,984+581.6% | $4,764+183.9% |
| Participant deferral / active EE | $4,952 | $4,012+23.4% | $3,239+52.9% | $5,851-15.4% |
| Admin fee / account holder | $7,960 | $8,288-4.0% | $6,102+30.5% | $11,599-31.4% |