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 | $181,926 | $178,174+2.1% | $156,181+16.5% | $137,256+32.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.50% | 84.19%-72.7pp | 64.87%-53.4pp | 220.34%-208.8pp |
| Employer contribution / active EE | $3,502 | $4,972-29.6% | $4,294-18.4% | $4,156-15.7% |
| Participant deferral / active EE | $7,570 | $6,888+9.9% | $6,132+23.4% | $6,407+18.2% |
| Admin fee / account holder | $15,290 | $17,404-12.1% | $14,586+4.8% | $12,270+24.6% |