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 | $126,673 | $73,546+72.2% | $63,018+101.0% | $147,586-14.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.8%+10.9pp | 82.8%+2.9pp |
| Annual return | 12.93% | 175.56%-162.6pp | 87.62%-74.7pp | 578.59%-565.7pp |
| Employer contribution / active EE | $11,733 | $3,324+253.0% | $2,761+325.0% | $4,876+140.6% |
| Participant deferral / active EE | $5,435 | $4,185+29.9% | $3,330+63.2% | $5,439-0.1% |
| Admin fee / account holder | $2,768 | $5,956-53.5% | $3,601-23.1% | $10,886-74.6% |