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 | $164,021 | $108,942+50.6% | $100,415+63.3% | $145,897+12.4% |
| Participation rate | 70.0% | 83.0%-13.0pp | 81.5%-11.5pp | 80.3%-10.3pp |
| Annual return | 16.90% | 58.27%-41.4pp | 49.47%-32.6pp | 552.29%-535.4pp |
| Employer contribution / active EE | $488 | $4,422-89.0% | $3,943-87.6% | $4,663-89.5% |
| Participant deferral / active EE | $6,814 | $8,461-19.5% | $8,091-15.8% | $6,689+1.9% |
| Admin fee / account holder | $4,127 | $9,702-57.5% | $7,906-47.8% | $13,390-69.2% |