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 | $131,077 | $90,691+44.5% | $76,119+72.2% | $145,884-10.1% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 8.58% | 624.52%-615.9pp | 361.25%-352.7pp | 551.85%-543.3pp |
| Employer contribution / active EE | $1,965 | $3,329-41.0% | $2,693-27.0% | $4,662-57.9% |
| Participant deferral / active EE | $2,792 | $5,167-46.0% | $4,259-34.5% | $6,690-58.3% |
| Admin fee / account holder | $3,783 | $8,383-54.9% | $6,421-41.1% | $13,392-71.8% |