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 | $178,180 | $70,366+153.2% | $66,674+167.2% | $138,895+28.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.7%+6.3pp | 79.9%+0.1pp |
| Annual return | 15.98% | 386.41%-370.4pp | 321.24%-305.3pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,663 | $2,765-39.9% | $2,620-36.5% | $4,194-60.4% |
| Participant deferral / active EE | $4,797 | $4,374+9.7% | $4,084+17.5% | $6,396-25.0% |
| Admin fee / account holder | $856 | $5,262-83.7% | $5,098-83.2% | $12,562-93.2% |