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 | $185,081 | $174,379+6.1% | $152,093+21.7% | $138,895+33.3% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 16.44% | 74.86%-58.4pp | 66.36%-49.9pp | 145.39%-129.0pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,652 | $6,159+89.2% | $5,451+113.7% | $6,396+82.2% |
| Admin fee / account holder | $3,887 | $16,880-77.0% | $14,497-73.2% | $12,562-69.1% |