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 | $117,790 | $108,922+8.1% | $100,398+17.3% | $145,978-19.3% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 11.27% | 58.04%-46.8pp | 49.32%-38.1pp | 550.52%-539.2pp |
| Employer contribution / active EE | $8,179 | $4,426+84.8% | $3,946+107.3% | $4,662+75.5% |
| Participant deferral / active EE | $7,962 | $8,450-5.8% | $8,084-1.5% | $6,690+19.0% |
| Admin fee / account holder | $23,051 | $9,680+138.1% | $7,893+192.0% | $13,400+72.0% |