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 | $117,343 | $85,766+36.8% | $136,298-13.9% | $70,126+67.3% |
| Participation rate | 88.1% | 74.2%+13.9pp | 81.9%+6.2pp | 69.5%+18.6pp |
| Annual return | 20.39% | 31.46%-11.1pp | 5156.27%-5135.9pp | 73.15%-52.8pp |
| Employer contribution / active EE | $6,839 | $2,966+130.6% | $4,696+45.6% | $2,343+191.9% |
| Participant deferral / active EE | $10,669 | $5,051+111.2% | $6,247+70.8% | $3,332+220.2% |
| Admin fee / account holder | $2,717 | $5,421-49.9% | $9,244-70.6% | $4,645-41.5% |