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 | $182,201 | $172,111+5.9% | $150,298+21.2% | $137,256+32.7% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 18.78% | 69.37%-50.6pp | 62.79%-44.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,399 | $4,636-48.2% | $4,154-42.2% | $4,156-42.3% |
| Participant deferral / active EE | $12,161 | $6,166+97.2% | $5,453+123.0% | $6,407+89.8% |
| Admin fee / account holder | $1,805 | $16,471-89.0% | $14,116-87.2% | $12,270-85.3% |