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 | $163,808 | $100,139+63.6% | $85,187+92.3% | $145,884+12.3% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 15.14% | 84.15%-69.0pp | 66.67%-51.5pp | 551.85%-536.7pp |
| Employer contribution / active EE | $1,688 | $3,238-47.9% | $2,732-38.2% | $4,662-63.8% |
| Participant deferral / active EE | $3,718 | $5,296-29.8% | $4,525-17.8% | $6,690-44.4% |
| Admin fee / account holder | $2,445 | $7,262-66.3% | $6,162-60.3% | $13,392-81.7% |