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 | $174,118 | $93,346+86.5% | $71,796+142.5% | $273,972-36.4% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 83.0%+5.9pp |
| Annual return | 2.13% | 130.39%-128.3pp | 78.04%-75.9pp | 41.46%-39.3pp |
| Employer contribution / active EE | $1,193 | $2,733-56.4% | $1,924-38.0% | $4,869-75.5% |
| Participant deferral / active EE | $7,795 | $3,475+124.3% | $2,794+179.0% | $5,287+47.4% |
| Admin fee / account holder | $664 | $6,571-89.9% | $4,815-86.2% | $10,133-93.4% |