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 | $160,564 | $98,760+62.6% | $149,715+7.2% | $79,858+101.1% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.7pp |
| Annual return | 21.25% | 27.43%-6.2pp | 276.66%-255.4pp | 31.72%-10.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,027 | $5,681-11.5% | $6,842-26.5% | $3,740+34.4% |
| Admin fee / account holder | $1,361 | $6,053-77.5% | $9,310-85.4% | $5,306-74.3% |