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 | $150,857 | $102,422+47.3% | $147,117+2.5% | $80,959+86.3% |
| Participation rate | 82.8% | 75.9%+6.9pp | 82.2%+0.6pp | 67.7%+15.1pp |
| Annual return | 17.03% | 135.16%-118.1pp | 420.54%-403.5pp | 35.67%-18.6pp |
| Employer contribution / active EE | $2,959 | $3,717-20.4% | $4,932-40.0% | $2,757+7.3% |
| Participant deferral / active EE | $11,211 | $6,652+68.5% | $8,065+39.0% | $4,300+160.7% |
| Admin fee / account holder | $1,927 | $7,953-75.8% | $12,993-85.2% | $6,925-72.2% |