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 | $178,026 | $176,120+1.1% | $159,487+11.6% | $167,553+6.3% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 10.03% | 331.95%-321.9pp | 263.71%-253.7pp | 478.89%-468.9pp |
| Employer contribution / active EE | $2,178 | $5,299-58.9% | $4,831-54.9% | $4,840-55.0% |
| Participant deferral / active EE | $8,093 | $7,752+4.4% | $7,354+10.0% | $6,343+27.6% |
| Admin fee / account holder | $4,200 | $12,561-66.6% | $10,804-61.1% | $12,316-65.9% |