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 | $194,072 | $181,062+7.2% | $158,223+22.7% | $155,188+25.1% |
| Participation rate | 94.7% | 82.7%+12.1pp | 79.2%+15.5pp | 80.8%+13.9pp |
| Annual return | 18.46% | 57.39%-38.9pp | 52.09%-33.6pp | 148.84%-130.4pp |
| Employer contribution / active EE | $12,165 | $4,565+166.5% | $4,109+196.1% | $4,248+186.4% |
| Participant deferral / active EE | $8,472 | $6,134+38.1% | $5,467+55.0% | $6,531+29.7% |
| Admin fee / account holder | $7,089 | $18,825-62.3% | $16,047-55.8% | $14,480-51.0% |