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 | $180,056 | $85,171+111.4% | $172,752+4.2% | $72,975+146.7% |
| Participation rate | 86.7% | 70.1%+16.6pp | 82.6%+4.0pp | 69.5%+17.2pp |
| Annual return | 24.13% | 27.32%-3.2pp | 802.97%-778.8pp | 81.01%-56.9pp |
| Employer contribution / active EE | $2,831 | $3,324-14.8% | $5,144-45.0% | $2,440+16.0% |
| Participant deferral / active EE | $5,438 | $3,260+66.8% | $5,198+4.6% | $3,608+50.7% |
| Admin fee / account holder | $752 | $5,880-87.2% | $13,955-94.6% | $5,124-85.3% |