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 | $185,001 | $182,442+1.4% | $163,379+13.2% | $138,895+33.2% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.8%+3.2pp | 79.9%+0.1pp |
| Annual return | 16.87% | 72.74%-55.9pp | 63.41%-46.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $2,348 | $4,159-43.6% | $3,752-37.4% | $4,194-44.0% |
| Participant deferral / active EE | $9,948 | $6,817+45.9% | $6,282+58.4% | $6,396+55.5% |
| Admin fee / account holder | $2,431 | $10,396-76.6% | $9,818-75.2% | $12,562-80.6% |