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 | $184,095 | $172,111+7.0% | $150,298+22.5% | $137,256+34.1% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 14.70% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,685 | $4,636-63.7% | $4,154-59.4% | $4,156-59.5% |
| Participant deferral / active EE | $11,323 | $6,166+83.6% | $5,453+107.7% | $6,407+76.7% |
| Admin fee / account holder | $6,729 | $16,471-59.1% | $14,116-52.3% | $12,270-45.2% |