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 | $157,125 | $91,537+71.7% | $130,045+20.8% | $75,173+109.0% |
| Participation rate | 83.3% | 71.5%+11.9pp | 78.5%+4.8pp | 67.2%+16.1pp |
| Annual return | 17.24% | -631.55%+648.8pp | -137.30%+154.5pp | 160.72%-143.5pp |
| Employer contribution / active EE | $5,140 | $2,845+80.7% | $4,321+18.9% | $2,671+92.4% |
| Participant deferral / active EE | $9,236 | $4,343+112.7% | $5,820+58.7% | $4,126+123.8% |
| Admin fee / account holder | $1,447 | $6,780-78.7% | $10,600-86.3% | $5,651-74.4% |