Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $204,991 | $162,136+26.4% | $152,301+34.6% | $154,746+32.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 14.79% | 91.02%-76.2pp | 80.50%-65.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $3,436 | $4,890-29.7% | $4,624-25.7% | $4,379-21.5% |
| Participant deferral / active EE | $9,926 | $8,341+19.0% | $8,004+24.0% | $6,730+47.5% |
| Admin fee / account holder | $2,035 | $15,759-87.1% | $14,398-85.9% | $14,365-85.8% |