Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $178,496 | $232,540-23.2% | $185,117-3.6% | $147,586+20.9% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 23.31% | 43.03%-19.7pp | 40.50%-17.2pp | 578.59%-555.3pp |
| Employer contribution / active EE | $1,495 | $5,195-71.2% | $4,182-64.2% | $4,876-69.3% |
| Participant deferral / active EE | $1,760 | $5,834-69.8% | $5,045-65.1% | $5,439-67.6% |
| Admin fee / account holder | $3,695 | $10,275-64.0% | $8,159-54.7% | $10,886-66.1% |