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 | $184,176 | $165,399+11.4% | $149,745+23.0% | $158,982+15.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 11.20% | 348.34%-337.1pp | 276.72%-265.5pp | 302.99%-291.8pp |
| Employer contribution / active EE | $3,015 | $5,105-40.9% | $4,646-35.1% | $4,763-36.7% |
| Participant deferral / active EE | $8,761 | $7,183+22.0% | $6,843+28.0% | $5,983+46.4% |
| Admin fee / account holder | $2,935 | $10,811-72.9% | $9,312-68.5% | $11,252-73.9% |