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 | $165,694 | $106,905+55.0% | $84,020+97.2% | $152,885+8.4% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.5%-11.0pp |
| Annual return | 14.55% | 105.00%-90.5pp | 71.31%-56.8pp | 345.39%-330.8pp |
| Employer contribution / active EE | $1,557 | $2,735-43.1% | $1,984-21.5% | $4,763-67.3% |
| Participant deferral / active EE | $2,658 | $4,012-33.8% | $3,239-17.9% | $5,851-54.6% |
| Admin fee / account holder | $907 | $8,287-89.1% | $6,101-85.1% | $11,598-92.2% |