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 | $148,860 | $115,814+28.5% | $101,275+47.0% | $158,982-6.4% |
| Participation rate | 86.7% | 79.4%+7.3pp | 75.8%+10.9pp | 82.0%+4.7pp |
| Annual return | 13.43% | 56.16%-42.7pp | 46.48%-33.0pp | 302.99%-289.6pp |
| Employer contribution / active EE | $10,000 | $4,176+139.5% | $3,660+173.2% | $4,763+110.0% |
| Participant deferral / active EE | $1,387 | $4,958-72.0% | $4,371-68.3% | $5,983-76.8% |
| Admin fee / account holder | $979 | $7,249-86.5% | $5,948-83.5% | $11,252-91.3% |