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 | $173,640 | $165,399+5.0% | $149,745+16.0% | $158,982+9.2% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 16.07% | 348.34%-332.3pp | 276.72%-260.7pp | 302.99%-286.9pp |
| Employer contribution / active EE | $13,700 | $5,105+168.4% | $4,646+194.9% | $4,763+187.6% |
| Participant deferral / active EE | $11,236 | $7,183+56.4% | $6,843+64.2% | $5,983+87.8% |
| Admin fee / account holder | $3,406 | $10,811-68.5% | $9,312-63.4% | $11,252-69.7% |