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 | $183,215 | $174,379+5.1% | $152,093+20.5% | $138,895+31.9% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 15.39% | 74.86%-59.5pp | 66.36%-51.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $1,892 | $4,652-59.3% | $4,175-54.7% | $4,194-54.9% |
| Participant deferral / active EE | $10,630 | $6,159+72.6% | $5,451+95.0% | $6,396+66.2% |
| Admin fee / account holder | $1,351 | $16,880-92.0% | $14,497-90.7% | $12,562-89.2% |