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 | $176,552 | $124,314+42.0% | $109,163+61.7% | $167,518+5.4% |
| Participation rate | 86.7% | 79.4%+7.2pp | 75.9%+10.8pp | 82.1%+4.6pp |
| Annual return | 13.67% | 26.04%-12.4pp | 25.75%-12.1pp | 478.71%-465.0pp |
| Employer contribution / active EE | $7,948 | $4,209+88.8% | $3,723+113.5% | $4,838+64.3% |
| Participant deferral / active EE | $3,948 | $5,256-24.9% | $4,654-15.2% | $6,342-37.7% |
| Admin fee / account holder | $23,104 | $7,973+189.8% | $6,754+242.1% | $12,312+87.6% |