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 | $190,728 | $156,398+22.0% | $147,318+29.5% | $138,895+37.3% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 17.76% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.6pp |
| Employer contribution / active EE | $5,172 | $4,853+6.6% | $4,593+12.6% | $4,194+23.3% |
| Participant deferral / active EE | $11,160 | $8,237+35.5% | $7,906+41.1% | $6,396+74.5% |
| Admin fee / account holder | $25,527 | $14,976+70.5% | $13,708+86.2% | $12,562+103.2% |