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 | $174,057 | $198,457-12.3% | $170,435+2.1% | $147,586+17.9% |
| Participation rate | 88.2% | 88.0%+0.3pp | 83.6%+4.6pp | 82.8%+5.4pp |
| Annual return | 14.74% | 257.30%-242.6pp | 205.94%-191.2pp | 578.59%-563.9pp |
| Employer contribution / active EE | $3,126 | $6,183-49.4% | $5,432-42.5% | $4,876-35.9% |
| Participant deferral / active EE | $6,938 | $5,629+23.2% | $4,939+40.5% | $5,439+27.6% |
| Admin fee / account holder | $1,687 | $16,852-90.0% | $13,881-87.8% | $10,886-84.5% |