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 | $171,051 | $197,637-13.5% | $177,848-3.8% | $158,982+7.6% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.7pp |
| Annual return | 15.56% | 58.77%-43.2pp | 48.33%-32.8pp | 302.99%-287.4pp |
| Employer contribution / active EE | $12,979 | $6,698+93.8% | $5,919+119.3% | $4,763+172.5% |
| Participant deferral / active EE | $23,273 | $8,405+176.9% | $7,714+201.7% | $5,983+289.0% |
| Admin fee / account holder | $25,314 | $15,406+64.3% | $12,431+103.6% | $11,252+125.0% |