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 | $202,661 | $183,627+10.4% | $155,602+30.2% | $145,978+38.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.02% | 61.32%-51.3pp | 64.81%-54.8pp | 550.52%-540.5pp |
| Employer contribution / active EE | $1,337 | $5,316-74.9% | $4,675-71.4% | $4,662-71.3% |
| Participant deferral / active EE | $3,112 | $6,466-51.9% | $5,629-44.7% | $6,690-53.5% |
| Admin fee / account holder | $1,072 | $19,327-94.5% | $15,923-93.3% | $13,400-92.0% |