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 | $144,006 | $106,905+34.7% | $84,020+71.4% | $152,885-5.8% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.5%+3.3pp |
| Annual return | 23.85% | 105.00%-81.2pp | 71.31%-47.5pp | 345.39%-321.5pp |
| Employer contribution / active EE | $8,128 | $2,735+197.2% | $1,984+309.8% | $4,763+70.6% |
| Participant deferral / active EE | $1,809 | $4,012-54.9% | $3,239-44.1% | $5,851-69.1% |
| Admin fee / account holder | $1,397 | $8,287-83.1% | $6,101-77.1% | $11,598-88.0% |