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 | $183,313 | $198,462-7.6% | $170,439+7.6% | $147,585+24.2% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 14.00% | 257.30%-243.3pp | 205.94%-191.9pp | 578.58%-564.6pp |
| Employer contribution / active EE | $3,906 | $6,184-36.8% | $5,433-28.1% | $4,876-19.9% |
| Participant deferral / active EE | $5,209 | $5,629-7.5% | $4,939+5.4% | $5,439-4.2% |
| Admin fee / account holder | $2,757 | $16,852-83.6% | $13,881-80.1% | $10,886-74.7% |