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 | $131,790 | $89,364+47.5% | $141,173-6.6% | $72,986+80.6% |
| Participation rate | 86.3% | 75.1%+11.2pp | 82.5%+3.8pp | 69.5%+16.8pp |
| Annual return | 20.89% | 111.86%-91.0pp | 71.40%-50.5pp | 81.01%-60.1pp |
| Employer contribution / active EE | $5,857 | $3,115+88.0% | $4,735+23.7% | $2,440+140.0% |
| Participant deferral / active EE | $5,140 | $5,419-5.1% | $6,710-23.4% | $3,607+42.5% |
| Admin fee / account holder | $3,352 | $5,959-43.8% | $10,262-67.3% | $5,124-34.6% |