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 | $166,374 | $85,171+95.3% | $172,753-3.7% | $72,976+128.0% |
| Participation rate | 96.3% | 70.1%+26.2pp | 82.6%+13.7pp | 69.5%+26.8pp |
| Annual return | 20.61% | 27.32%-6.7pp | 803.00%-782.4pp | 81.02%-60.4pp |
| Employer contribution / active EE | $3,181 | $3,324-4.3% | $5,144-38.2% | $2,440+30.4% |
| Participant deferral / active EE | $9,801 | $3,260+200.7% | $5,198+88.6% | $3,608+171.7% |
| Admin fee / account holder | $571 | $5,880-90.3% | $13,956-95.9% | $5,124-88.9% |