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 | $167,413 | $228,352-26.7% | $185,835-9.9% | $158,966+5.3% |
| Participation rate | 92.3% | 82.3%+10.0pp | 78.0%+14.3pp | 82.0%+10.3pp |
| Annual return | 13.58% | 40.81%-27.2pp | 35.96%-22.4pp | 302.95%-289.4pp |
| Employer contribution / active EE | $3,698 | $4,967-25.5% | $4,087-9.5% | $4,762-22.4% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $489 | $11,867-95.9% | $9,502-94.9% | $11,250-95.7% |