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 | $157,456 | $100,139+57.2% | $85,187+84.8% | $145,884+7.9% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 12.44% | 84.15%-71.7pp | 66.67%-54.2pp | 551.85%-539.4pp |
| Employer contribution / active EE | $1,459 | $3,238-54.9% | $2,732-46.6% | $4,662-68.7% |
| Participant deferral / active EE | $3,261 | $5,296-38.4% | $4,525-27.9% | $6,690-51.3% |
| Admin fee / account holder | $1,893 | $7,262-73.9% | $6,162-69.3% | $13,392-85.9% |