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 | $187,215 | $162,136+15.5% | $152,301+22.9% | $154,746+21.0% |
| Participation rate | 70.0% | 84.1%-14.1pp | 82.4%-12.4pp | 80.7%-10.7pp |
| Annual return | 16.11% | 91.02%-74.9pp | 80.50%-64.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $2,653 | $4,890-45.7% | $4,624-42.6% | $4,379-39.4% |
| Participant deferral / active EE | $12,873 | $8,341+54.3% | $8,004+60.8% | $6,730+91.3% |
| Admin fee / account holder | $675 | $15,759-95.7% | $14,398-95.3% | $14,365-95.3% |