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 | $186,687 | $155,555+20.0% | $146,866+27.1% | $155,188+20.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 19.58% | 115.41%-95.8pp | 102.85%-83.3pp | 148.84%-129.3pp |
| Employer contribution / active EE | $6,628 | $4,647+42.6% | $4,425+49.8% | $4,248+56.0% |
| Participant deferral / active EE | $15,723 | $8,044+95.5% | $7,759+102.6% | $6,531+140.7% |
| Admin fee / account holder | $9,958 | $14,755-32.5% | $13,620-26.9% | $14,480-31.2% |