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 | $154,656 | $88,672+74.4% | $105,223+47.0% | $82,448+87.6% |
| Participation rate | 86.7% | 67.9%+18.7pp | 75.0%+11.6pp | 68.1%+18.6pp |
| Annual return | 16.27% | 30.86%-14.6pp | 180.65%-164.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $7,956 | $3,048+161.0% | $3,689+115.7% | $2,551+211.9% |
| Participant deferral / active EE | $13,266 | $4,036+228.7% | $5,072+161.6% | $4,139+220.5% |
| Admin fee / account holder | $2,989 | $7,146-58.2% | $8,859-66.3% | $7,234-58.7% |