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 | $176,148 | $165,361+6.5% | $149,715+17.7% | $158,950+10.8% |
| Participation rate | 85.0% | 84.6%+0.4pp | 82.5%+2.5pp | 82.0%+3.0pp |
| Annual return | 23.04% | 348.24%-325.2pp | 276.66%-253.6pp | 302.91%-279.9pp |
| Employer contribution / active EE | $4,327 | $5,103-15.2% | $4,645-6.8% | $4,762-9.1% |
| Participant deferral / active EE | $7,618 | $7,182+6.1% | $6,842+11.3% | $5,983+27.3% |
| Admin fee / account holder | $1,108 | $10,808-89.7% | $9,310-88.1% | $11,248-90.1% |