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 | $198,986 | $162,136+22.7% | $152,301+30.7% | $154,746+28.6% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 15.28% | 91.02%-75.7pp | 80.50%-65.2pp | 172.34%-157.1pp |
| Employer contribution / active EE | $5,815 | $4,890+18.9% | $4,624+25.7% | $4,379+32.8% |
| Participant deferral / active EE | $16,475 | $8,341+97.5% | $8,004+105.8% | $6,730+144.8% |
| Admin fee / account holder | $15,007 | $15,759-4.8% | $14,398+4.2% | $14,365+4.5% |