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 | $174,495 | $58,848+196.5% | $88,179+97.9% | $82,637+111.2% |
| Participation rate | 80.0% | 57.9%+22.1pp | 69.1%+10.9pp | 68.1%+11.9pp |
| Annual return | 17.26% | 22.76%-5.5pp | 64.97%-47.7pp | 53.51%-36.2pp |
| Employer contribution / active EE | $2,539 | $1,678+51.3% | $2,549-0.4% | $2,552-0.5% |
| Participant deferral / active EE | $6,821 | $3,124+118.4% | $4,614+47.8% | $4,126+65.3% |
| Admin fee / account holder | $2,116 | $4,795-55.9% | $7,673-72.4% | $7,339-71.2% |