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 | $173,248 | $65,395+164.9% | $182,558-5.1% | $72,976+137.4% |
| Participation rate | 85.2% | 65.4%+19.7pp | 78.0%+7.2pp | 69.5%+15.7pp |
| Annual return | 20.57% | 27.68%-7.1pp | 148.59%-128.0pp | 81.02%-60.4pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,660 | $3,563+86.9% | $5,526+20.5% | $3,608+84.6% |
| Admin fee / account holder | $3,281 | $4,245-22.7% | $8,594-61.8% | $5,124-36.0% |