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 | $245,594 | $113,338+116.7% | $94,993+158.5% | $147,586+66.4% |
| Participation rate | 91.7% | 78.0%+13.7pp | 73.9%+17.8pp | 82.8%+8.8pp |
| Annual return | 17.65% | 20.80%-3.1pp | 27.14%-9.5pp | 578.59%-560.9pp |
| Employer contribution / active EE | $6,667 | $3,160+110.9% | $2,603+156.1% | $4,876+36.7% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,741 | $6,063-21.8% | $4,960-4.4% | $10,886-56.4% |