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 | $169,171 | $165,381+2.3% | $149,730+13.0% | $158,966+6.4% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 13.86% | 348.29%-334.4pp | 276.70%-262.8pp | 302.95%-289.1pp |
| Employer contribution / active EE | $2,653 | $5,104-48.0% | $4,645-42.9% | $4,762-44.3% |
| Participant deferral / active EE | $6,970 | $7,182-3.0% | $6,843+1.9% | $5,983+16.5% |
| Admin fee / account holder | $786 | $10,809-92.7% | $9,310-91.6% | $11,250-93.0% |