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 | $168,686 | $110,379+52.8% | $102,412+64.7% | $145,884+15.6% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 10.78% | 24.84%-14.1pp | 24.94%-14.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $10,041 | $4,216+138.2% | $3,870+159.5% | $4,662+115.4% |
| Participant deferral / active EE | $11,126 | $5,622+97.9% | $5,060+119.9% | $6,690+66.3% |
| Admin fee / account holder | $6,150 | $9,745-36.9% | $8,388-26.7% | $13,392-54.1% |