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 | $195,755 | $156,398+25.2% | $147,318+32.9% | $138,895+40.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 19.50% | 78.75%-59.2pp | 70.43%-50.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $2,166 | $4,853-55.4% | $4,593-52.8% | $4,194-48.3% |
| Participant deferral / active EE | $7,704 | $8,237-6.5% | $7,906-2.6% | $6,396+20.4% |
| Admin fee / account holder | $1,587 | $14,976-89.4% | $13,708-88.4% | $12,562-87.4% |