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 | $175,057 | $117,895+48.5% | $102,460+70.9% | $145,897+20.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.62% | 31.92%-22.3pp | 29.47%-19.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $6,517 | $3,619+80.1% | $3,025+115.4% | $4,663+39.8% |
| Participant deferral / active EE | $5,172 | $5,736-9.8% | $5,056+2.3% | $6,689-22.7% |
| Admin fee / account holder | $4,609 | $13,353-65.5% | $9,460-51.3% | $13,390-65.6% |