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 | $173,853 | $63,861+172.2% | $104,639+66.1% | $79,856+117.7% |
| Participation rate | 88.2% | 64.9%+23.3pp | 74.1%+14.2pp | 69.6%+18.6pp |
| Annual return | 12.80% | 21.30%-8.5pp | 340.67%-327.9pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,682 | $1,588+5.9% | $2,682-37.3% | $2,471-31.9% |
| Participant deferral / active EE | $11,065 | $2,693+310.8% | $3,738+196.0% | $3,741+195.8% |
| Admin fee / account holder | $10,615 | $4,185+153.6% | $6,465+64.2% | $5,306+100.0% |