Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $122,064 | $48,053+154.0% | $84,623+44.2% | $72,983+67.3% |
| Participation rate | 86.7% | 57.6%+29.1pp | 68.2%+18.4pp | 69.5%+17.2pp |
| Annual return | 50.17% | 37.39%+12.8pp | 258.77%-208.6pp | 81.01%-30.8pp |
| Employer contribution / active EE | $3,775 | $1,602+135.6% | $2,652+42.3% | $2,440+54.7% |
| Participant deferral / active EE | $11,925 | $2,681+344.9% | $3,899+205.8% | $3,608+230.6% |
| Admin fee / account holder | $1,849 | $3,395-45.5% | $4,913-62.4% | $5,124-63.9% |