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 | $147,394 | $111,535+32.2% | $105,223+40.1% | $137,256+7.4% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.0%+19.7pp | 80.0%+14.8pp |
| Annual return | 15.90% | 237.85%-222.0pp | 180.65%-164.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $4,268 | $3,939+8.4% | $3,689+15.7% | $4,156+2.7% |
| Participant deferral / active EE | $15,136 | $5,500+175.2% | $5,072+198.4% | $6,407+136.2% |
| Admin fee / account holder | $998 | $9,721-89.7% | $8,859-88.7% | $12,270-91.9% |