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 | $118,112 | $85,171+38.7% | $172,752-31.6% | $72,975+61.9% |
| Participation rate | 89.2% | 70.1%+19.1pp | 82.6%+6.5pp | 69.5%+19.7pp |
| Annual return | 22.78% | 27.32%-4.5pp | 802.97%-780.2pp | 81.01%-58.2pp |
| Employer contribution / active EE | $5,717 | $3,324+72.0% | $5,144+11.1% | $2,440+134.3% |
| Participant deferral / active EE | $4,137 | $3,260+26.9% | $5,198-20.4% | $3,608+14.7% |
| Admin fee / account holder | $5,468 | $5,880-7.0% | $13,955-60.8% | $5,124+6.7% |