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 | $161,321 | $85,171+89.4% | $172,752-6.6% | $72,975+121.1% |
| Participation rate | 78.6% | 70.1%+8.5pp | 82.6%-4.1pp | 69.5%+9.1pp |
| Annual return | 24.29% | 27.32%-3.0pp | 802.97%-778.7pp | 81.01%-56.7pp |
| Employer contribution / active EE | $2,430 | $3,324-26.9% | $5,144-52.8% | $2,440-0.4% |
| Participant deferral / active EE | $6,810 | $3,260+108.9% | $5,198+31.0% | $3,608+88.8% |
| Admin fee / account holder | $1,899 | $5,880-67.7% | $13,955-86.4% | $5,124-62.9% |