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 | $214,750 | $162,136+32.5% | $152,301+41.0% | $154,746+38.8% |
| Participation rate | 86.7% | 84.1%+2.6pp | 82.4%+4.2pp | 80.7%+6.0pp |
| Annual return | 15.91% | 91.02%-75.1pp | 80.50%-64.6pp | 172.34%-156.4pp |
| Employer contribution / active EE | $5,159 | $4,890+5.5% | $4,624+11.6% | $4,379+17.8% |
| Participant deferral / active EE | $14,037 | $8,341+68.3% | $8,004+75.4% | $6,730+108.6% |
| Admin fee / account holder | $17,546 | $15,759+11.3% | $14,398+21.9% | $14,365+22.1% |