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 | $182,650 | $172,111+6.1% | $150,298+21.5% | $137,256+33.1% |
| Participation rate | 94.4% | 81.7%+12.7pp | 77.8%+16.7pp | 80.0%+14.5pp |
| Annual return | 18.52% | 69.37%-50.9pp | 62.79%-44.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,360 | $4,636-49.1% | $4,154-43.2% | $4,156-43.2% |
| Participant deferral / active EE | $7,374 | $6,166+19.6% | $5,453+35.2% | $6,407+15.1% |
| Admin fee / account holder | $9,396 | $16,471-43.0% | $14,116-33.4% | $12,270-23.4% |