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 | $123,703 | $88,672+39.5% | $105,223+17.6% | $82,448+50.0% |
| Participation rate | 92.9% | 67.9%+24.9pp | 75.0%+17.8pp | 68.1%+24.8pp |
| Annual return | 15.00% | 30.86%-15.9pp | 180.65%-165.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $15,822 | $3,048+419.1% | $3,689+328.9% | $2,551+520.2% |
| Participant deferral / active EE | $2,467 | $4,036-38.9% | $5,072-51.4% | $4,139-40.4% |
| Admin fee / account holder | $2,876 | $7,146-59.8% | $8,859-67.5% | $7,234-60.2% |