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 | $161,238 | $185,312-13.0% | $161,489-0.2% | $154,746+4.2% |
| Participation rate | 70.0% | 82.5%-12.5pp | 78.7%-8.7pp | 80.7%-10.7pp |
| Annual return | 15.12% | 103.84%-88.7pp | 89.72%-74.6pp | 172.34%-157.2pp |
| Employer contribution / active EE | $7,204 | $4,769+51.1% | $4,268+68.8% | $4,379+64.5% |
| Participant deferral / active EE | $6,804 | $6,350+7.1% | $5,630+20.8% | $6,730+1.1% |
| Admin fee / account holder | $4,201 | $18,654-77.5% | $16,006-73.8% | $14,365-70.8% |