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 | $129,250 | $115,814+11.6% | $101,275+27.6% | $158,982-18.7% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 16.17% | 56.16%-40.0pp | 46.48%-30.3pp | 302.99%-286.8pp |
| Employer contribution / active EE | $10,372 | $4,176+148.4% | $3,660+183.4% | $4,763+117.8% |
| Participant deferral / active EE | $2,636 | $4,958-46.8% | $4,371-39.7% | $5,983-56.0% |
| Admin fee / account holder | $6,162 | $7,249-15.0% | $5,948+3.6% | $11,252-45.2% |