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 | $163,358 | $183,516-11.0% | $155,534+5.0% | $145,884+12.0% |
| Participation rate | 78.9% | 82.7%-3.8pp | 78.2%+0.7pp | 80.3%-1.4pp |
| Annual return | 9.72% | 61.43%-51.7pp | 64.92%-55.2pp | 551.85%-542.1pp |
| Employer contribution / active EE | $4,441 | $5,315-16.4% | $4,675-5.0% | $4,662-4.7% |
| Participant deferral / active EE | $7,315 | $6,467+13.1% | $5,630+29.9% | $6,690+9.3% |
| Admin fee / account holder | $13,188 | $19,293-31.6% | $15,900-17.1% | $13,392-1.5% |