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 | $166,268 | $86,298+92.7% | $111,308+49.4% | $85,847+93.7% |
| Participation rate | 79.3% | 73.3%+6.0pp | 77.3%+2.0pp | 69.3%+10.0pp |
| Annual return | 18.61% | 19.99%-1.4pp | 54.67%-36.1pp | 318.61%-300.0pp |
| Employer contribution / active EE | $2,707 | $2,044+32.4% | $2,732-0.9% | $2,565+5.5% |
| Participant deferral / active EE | $7,747 | $3,641+112.8% | $4,487+72.6% | $3,952+96.0% |
| Admin fee / account holder | $4,945 | $8,189-39.6% | $7,965-37.9% | $6,261-21.0% |