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 | $177,911 | $185,312-4.0% | $161,489+10.2% | $154,746+15.0% |
| Participation rate | 95.2% | 82.5%+12.8pp | 78.7%+16.5pp | 80.7%+14.5pp |
| Annual return | 17.87% | 103.84%-86.0pp | 89.72%-71.9pp | 172.34%-154.5pp |
| Employer contribution / active EE | $8,782 | $4,769+84.1% | $4,268+105.7% | $4,379+100.5% |
| Participant deferral / active EE | $6,282 | $6,350-1.1% | $5,630+11.6% | $6,730-6.7% |
| Admin fee / account holder | $3,452 | $18,654-81.5% | $16,006-78.4% | $14,365-76.0% |