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 | $170,693 | $102,638+66.3% | $81,982+108.2% | $158,982+7.4% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.3%+5.7pp | 82.0%-7.0pp |
| Annual return | 16.26% | 61.05%-44.8pp | 41.31%-25.1pp | 302.99%-286.7pp |
| Employer contribution / active EE | $4,865 | $3,241+50.1% | $2,498+94.7% | $4,763+2.1% |
| Participant deferral / active EE | $12,361 | $4,649+165.9% | $3,722+232.1% | $5,983+106.6% |
| Admin fee / account holder | $10,773 | $8,237+30.8% | $5,665+90.2% | $11,252-4.3% |