Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $125,546 | $95,406+31.6% | $185,849-32.4% | $85,847+46.2% |
| Participation rate | 76.9% | 68.8%+8.2pp | 81.7%-4.8pp | 69.3%+7.6pp |
| Annual return | 12.97% | 23.59%-10.6pp | 122.10%-109.1pp | 318.61%-305.6pp |
| Employer contribution / active EE | $2,334 | $3,314-29.6% | $5,169-54.8% | $2,565-9.0% |
| Participant deferral / active EE | $6,043 | $3,424+76.5% | $5,569+8.5% | $3,952+52.9% |
| Admin fee / account holder | $17,892 | $7,214+148.0% | $16,244+10.1% | $6,261+185.8% |