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 | $123,675 | $63,346+95.2% | $92,240+34.1% | $70,126+76.4% |
| Participation rate | 72.5% | 68.7%+3.9pp | 76.5%-3.9pp | 69.5%+3.0pp |
| Annual return | 21.60% | 530.19%-508.6pp | 176.29%-154.7pp | 73.15%-51.5pp |
| Employer contribution / active EE | $1,334 | $2,471-46.0% | $3,680-63.7% | $2,343-43.0% |
| Participant deferral / active EE | $3,567 | $2,854+25.0% | $3,897-8.5% | $3,332+7.1% |
| Admin fee / account holder | $2,026 | $3,841-47.2% | $5,194-61.0% | $4,645-56.4% |