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 | $237,251 | $78,707+201.4% | $117,861+101.3% | $70,126+238.3% |
| Participation rate | 84.8% | 73.2%+11.7pp | 79.7%+5.2pp | 69.5%+15.3pp |
| Annual return | 17.74% | 23.30%-5.6pp | 335.11%-317.4pp | 73.15%-55.4pp |
| Employer contribution / active EE | $1,423 | $2,223-36.0% | $3,786-62.4% | $2,343-39.3% |
| Participant deferral / active EE | $7,441 | $3,297+125.7% | $4,482+66.0% | $3,332+123.3% |
| Admin fee / account holder | $26,625 | $5,066+425.6% | $8,021+232.0% | $4,645+473.1% |