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 | $205,447 | $111,535+84.2% | $105,223+95.2% | $137,256+49.7% |
| Participation rate | 95.2% | 78.1%+17.1pp | 75.0%+20.2pp | 80.0%+15.3pp |
| Annual return | 12.84% | 237.85%-225.0pp | 180.65%-167.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $26,609 | $3,939+575.5% | $3,689+621.4% | $4,156+540.3% |
| Participant deferral / active EE | $2,007 | $5,500-63.5% | $5,072-60.4% | $6,407-68.7% |
| Admin fee / account holder | $5,134 | $9,721-47.2% | $8,859-42.0% | $12,270-58.2% |