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 | $127,862 | $102,422+24.8% | $147,117-13.1% | $80,959+57.9% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 14.34% | 135.16%-120.8pp | 420.54%-406.2pp | 35.67%-21.3pp |
| Employer contribution / active EE | $5,321 | $3,717+43.1% | $4,932+7.9% | $2,757+93.0% |
| Participant deferral / active EE | $9,208 | $6,652+38.4% | $8,065+14.2% | $4,300+114.1% |
| Admin fee / account holder | $1,833 | $7,953-77.0% | $12,993-85.9% | $6,925-73.5% |