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 | $117,846+48.5% | $102,434+70.9% | $145,884+20.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.62% | 31.90%-22.3pp | 29.46%-19.8pp | 551.85%-542.2pp |
| Employer contribution / active EE | $6,517 | $3,615+80.3% | $3,023+115.6% | $4,662+39.8% |
| Participant deferral / active EE | $5,172 | $5,733-9.8% | $5,055+2.3% | $6,690-22.7% |
| Admin fee / account holder | $4,609 | $13,356-65.5% | $9,462-51.3% | $13,392-65.6% |