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 | $133,562 | $112,935+18.3% | $90,970+46.8% | $158,966-16.0% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 19.06% | 215.79%-196.7pp | 134.58%-115.5pp | 302.95%-283.9pp |
| Employer contribution / active EE | $2,626 | $2,895-9.3% | $2,122+23.7% | $4,762-44.9% |
| Participant deferral / active EE | $6,492 | $4,129+57.2% | $3,373+92.4% | $5,983+8.5% |
| Admin fee / account holder | $2,940 | $8,045-63.5% | $5,960-50.7% | $11,250-73.9% |