Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $167,559 | $106,267+57.7% | $96,520+73.6% | $139,456+20.2% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.3%+20.1pp | 80.3%+14.1pp |
| Annual return | 13.97% | 38.45%-24.5pp | 35.72%-21.7pp | 373.45%-359.5pp |
| Employer contribution / active EE | $2,958 | $4,105-27.9% | $3,739-20.9% | $4,753-37.8% |
| Participant deferral / active EE | $7,171 | $5,454+31.5% | $4,879+47.0% | $6,711+6.9% |
| Admin fee / account holder | $1,772 | $7,882-77.5% | $6,733-73.7% | $11,407-84.5% |