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 | $168,775 | $148,629+13.6% | $135,982+24.1% | $139,487+21.0% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.4pp | 80.3%-1.8pp |
| Annual return | 17.69% | 79.33%-61.6pp | 68.32%-50.6pp | 373.84%-356.2pp |
| Employer contribution / active EE | $4,744 | $5,247-9.6% | $4,859-2.4% | $4,755-0.2% |
| Participant deferral / active EE | $8,394 | $8,102+3.6% | $7,760+8.2% | $6,713+25.1% |
| Admin fee / account holder | $1,836 | $12,406-85.2% | $10,767-82.9% | $11,407-83.9% |