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 | $178,627 | $129,737+37.7% | $119,126+49.9% | $154,746+15.4% |
| Participation rate | 82.4% | 78.9%+3.5pp | 75.8%+6.6pp | 80.7%+1.7pp |
| Annual return | 15.18% | 379.08%-363.9pp | 282.11%-266.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $2,941 | $4,375-32.8% | $4,034-27.1% | $4,379-32.8% |
| Participant deferral / active EE | $2,495 | $5,842-57.3% | $5,318-53.1% | $6,730-62.9% |
| Admin fee / account holder | $7,813 | $11,961-34.7% | $10,693-26.9% | $14,365-45.6% |