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 | $159,700 | $111,535+43.2% | $105,223+51.8% | $137,256+16.4% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.0%+19.7pp | 80.0%+14.8pp |
| Annual return | 16.15% | 237.85%-221.7pp | 180.65%-164.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $6,029 | $3,939+53.0% | $3,689+63.4% | $4,156+45.1% |
| Participant deferral / active EE | $5,071 | $5,500-7.8% | $5,0720% | $6,407-20.8% |
| Admin fee / account holder | $10,953 | $9,721+12.7% | $8,859+23.6% | $12,270-10.7% |