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 | $125,746 | $115,814+8.6% | $101,275+24.2% | $158,982-20.9% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 22.69% | 56.16%-33.5pp | 46.48%-23.8pp | 302.99%-280.3pp |
| Employer contribution / active EE | $1,389 | $4,176-66.7% | $3,660-62.0% | $4,763-70.8% |
| Participant deferral / active EE | $3,116 | $4,958-37.2% | $4,371-28.7% | $5,983-47.9% |
| Admin fee / account holder | $520 | $7,249-92.8% | $5,948-91.3% | $11,252-95.4% |