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 | $193,755 | $99,652+94.4% | $78,778+146.0% | $147,586+31.3% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 14.53% | 47.28%-32.8pp | 35.62%-21.1pp | 578.59%-564.1pp |
| Employer contribution / active EE | $2,857 | $2,796+2.2% | $1,986+43.9% | $4,876-41.4% |
| Participant deferral / active EE | $4,956 | $3,664+35.3% | $2,958+67.5% | $5,439-8.9% |
| Admin fee / account holder | $14,926 | $7,155+108.6% | $5,134+190.7% | $10,886+37.1% |