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 | $124,303 | $102,422+21.4% | $147,117-15.5% | $80,959+53.5% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 17.47% | 135.16%-117.7pp | 420.54%-403.1pp | 35.67%-18.2pp |
| Employer contribution / active EE | $5,392 | $3,717+45.0% | $4,932+9.3% | $2,757+95.5% |
| Participant deferral / active EE | $9,180 | $6,652+38.0% | $8,065+13.8% | $4,300+113.5% |
| Admin fee / account holder | $5,691 | $7,953-28.4% | $12,993-56.2% | $6,925-17.8% |