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 | $191,617 | $99,053+93.4% | $88,179+117.3% | $138,895+38.0% |
| Participation rate | 85.0% | 74.2%+10.8pp | 69.1%+15.9pp | 79.9%+5.1pp |
| Annual return | 14.22% | 78.17%-63.9pp | 64.97%-50.7pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,902 | $2,882+0.7% | $2,549+13.8% | $4,194-30.8% |
| Participant deferral / active EE | $11,450 | $5,225+119.1% | $4,614+148.2% | $6,396+79.0% |
| Admin fee / account holder | $1,294 | $8,748-85.2% | $7,673-83.1% | $12,562-89.7% |