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 | $174,670 | $172,111+1.5% | $150,298+16.2% | $137,256+27.3% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 13.92% | 69.37%-55.5pp | 62.79%-48.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $5,660 | $4,636+22.1% | $4,154+36.2% | $4,156+36.2% |
| Participant deferral / active EE | $8,904 | $6,166+44.4% | $5,453+63.3% | $6,407+39.0% |
| Admin fee / account holder | $10,874 | $16,471-34.0% | $14,116-23.0% | $12,270-11.4% |