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 | $176,119 | $98,766+78.3% | $149,730+17.6% | $79,852+120.6% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.5%+11.6pp | 69.6%+24.5pp |
| Annual return | 23.80% | 27.43%-3.6pp | 276.70%-252.9pp | 31.72%-7.9pp |
| Employer contribution / active EE | $6,976 | $3,217+116.8% | $4,645+50.2% | $2,471+182.3% |
| Participant deferral / active EE | $5,258 | $5,681-7.4% | $6,843-23.2% | $3,740+40.6% |
| Admin fee / account holder | $1,884 | $6,052-68.9% | $9,310-79.8% | $5,306-64.5% |