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 | $214,757 | $183,516+17.0% | $155,534+38.1% | $145,884+47.2% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 18.72% | 61.43%-42.7pp | 64.92%-46.2pp | 551.85%-533.1pp |
| Employer contribution / active EE | $3,768 | $5,315-29.1% | $4,675-19.4% | $4,662-19.2% |
| Participant deferral / active EE | $4,068 | $6,467-37.1% | $5,630-27.7% | $6,690-39.2% |
| Admin fee / account holder | $2,769 | $19,293-85.6% | $15,900-82.6% | $13,392-79.3% |