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 | $156,499 | $232,540-32.7% | $185,117-15.5% | $147,586+6.0% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 82.8%-2.8pp |
| Annual return | 13.50% | 43.03%-29.5pp | 40.50%-27.0pp | 578.59%-565.1pp |
| Employer contribution / active EE | $2,284 | $5,195-56.0% | $4,182-45.4% | $4,876-53.2% |
| Participant deferral / active EE | $10,860 | $5,834+86.2% | $5,045+115.3% | $5,439+99.7% |
| Admin fee / account holder | $861 | $10,275-91.6% | $8,159-89.4% | $10,886-92.1% |