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 | $140,329 | $111,535+25.8% | $105,223+33.4% | $137,256+2.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.87% | 237.85%-219.0pp | 180.65%-161.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,972 | $3,939-49.9% | $3,689-46.5% | $4,156-52.6% |
| Participant deferral / active EE | $4,466 | $5,500-18.8% | $5,072-11.9% | $6,407-30.3% |
| Admin fee / account holder | $3,161 | $9,721-67.5% | $8,859-64.3% | $12,270-74.2% |