Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $193,913 | $156,398+24.0% | $147,318+31.6% | $138,895+39.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 59.88% | 78.75%-18.9pp | 70.43%-10.6pp | 145.39%-85.5pp |
| Employer contribution / active EE | $5,392 | $4,853+11.1% | $4,593+17.4% | $4,194+28.6% |
| Participant deferral / active EE | $15,776 | $8,237+91.5% | $7,906+99.5% | $6,396+146.7% |
| Admin fee / account holder | $2,507 | $14,976-83.3% | $13,708-81.7% | $12,562-80.0% |