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 | $142,112 | $111,830+27.1% | $93,696+51.7% | $145,884-2.6% |
| Participation rate | 70.6% | 74.2%-3.6pp | 68.7%+1.9pp | 80.3%-9.7pp |
| Annual return | 18.56% | 204.08%-185.5pp | 133.74%-115.2pp | 551.85%-533.3pp |
| Employer contribution / active EE | $1,336 | $3,093-56.8% | $2,422-44.8% | $4,662-71.3% |
| Participant deferral / active EE | $7,432 | $4,920+51.1% | $4,417+68.3% | $6,690+11.1% |
| Admin fee / account holder | $634 | $10,249-93.8% | $8,287-92.4% | $13,392-95.3% |