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 | $211,551 | $178,174+18.7% | $156,181+35.5% | $137,256+54.1% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.8%+13.5pp | 80.0%+12.3pp |
| Annual return | 25.12% | 84.19%-59.1pp | 64.87%-39.8pp | 220.34%-195.2pp |
| Employer contribution / active EE | $3,355 | $4,972-32.5% | $4,294-21.9% | $4,156-19.3% |
| Participant deferral / active EE | $6,162 | $6,888-10.5% | $6,132+0.5% | $6,407-3.8% |
| Admin fee / account holder | $6,165 | $17,404-64.6% | $14,586-57.7% | $12,270-49.8% |