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 | $174,011 | $76,407+127.7% | $150,298+15.8% | $82,448+111.1% |
| Participation rate | 92.0% | 66.4%+25.6pp | 77.8%+14.2pp | 68.1%+23.9pp |
| Annual return | 20.51% | 39.99%-19.5pp | 62.79%-42.3pp | 41.64%-21.1pp |
| Employer contribution / active EE | $10,456 | $2,614+300.0% | $4,154+151.7% | $2,551+309.9% |
| Participant deferral / active EE | $9,547 | $3,214+197.0% | $5,453+75.1% | $4,139+130.6% |
| Admin fee / account holder | $2,394 | $6,352-62.3% | $14,116-83.0% | $7,234-66.9% |