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 | $167,795 | $162,136+3.5% | $152,301+10.2% | $154,746+8.4% |
| Participation rate | 81.8% | 84.1%-2.3pp | 82.4%-0.6pp | 80.7%+1.1pp |
| Annual return | 16.25% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $4,193 | $4,890-14.3% | $4,624-9.3% | $4,379-4.2% |
| Participant deferral / active EE | $7,091 | $8,341-15.0% | $8,004-11.4% | $6,730+5.4% |
| Admin fee / account holder | $1,129 | $15,759-92.8% | $14,398-92.2% | $14,365-92.1% |