Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $176,508 | $71,057+148.4% | $93,654+88.5% | $80,874+118.3% |
| Participation rate | 91.5% | 60.4%+31.1pp | 68.7%+22.8pp | 67.6%+23.8pp |
| Annual return | 31.57% | 11.26%+20.3pp | 133.34%-101.8pp | 35.62%-4.0pp |
| Employer contribution / active EE | $10,583 | $1,564+576.7% | $2,421+337.2% | $2,756+284.0% |
| Participant deferral / active EE | $10,755 | $4,034+166.6% | $4,413+143.7% | $4,297+150.3% |
| Admin fee / account holder | $3,193 | $6,944-54.0% | $8,282-61.4% | $6,935-54.0% |