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 | $158,868 | $148,623+6.9% | $135,974+16.8% | $139,466+13.9% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 19.40% | 79.30%-59.9pp | 68.30%-48.9pp | 373.66%-354.3pp |
| Employer contribution / active EE | $2,656 | $5,246-49.4% | $4,859-45.3% | $4,754-44.1% |
| Participant deferral / active EE | $6,752 | $8,103-16.7% | $7,760-13.0% | $6,712+0.6% |
| Admin fee / account holder | $9,486 | $12,406-23.5% | $10,767-11.9% | $11,409-16.9% |