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 | $182,774 | $165,399+10.5% | $149,745+22.1% | $158,982+15.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 17.56% | 348.34%-330.8pp | 276.72%-259.2pp | 302.99%-285.4pp |
| Employer contribution / active EE | $10,072 | $5,105+97.3% | $4,646+116.8% | $4,763+111.5% |
| Participant deferral / active EE | $11,674 | $7,183+62.5% | $6,843+70.6% | $5,983+95.1% |
| Admin fee / account holder | $1,140 | $10,811-89.5% | $9,312-87.8% | $11,252-89.9% |