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 | $179,136 | $154,228+16.2% | $145,433+23.2% | $137,256+30.5% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 20.77% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $4,571 | $4,804-4.8% | $4,554+0.4% | $4,156+10.0% |
| Participant deferral / active EE | $9,750 | $8,216+18.7% | $7,897+23.5% | $6,407+52.2% |
| Admin fee / account holder | $26,116 | $14,344+82.1% | $13,129+98.9% | $12,270+112.8% |