Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $192,256 | $162,136+18.6% | $152,301+26.2% | $154,746+24.2% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 15.33% | 91.02%-75.7pp | 80.50%-65.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,770 | $4,890-63.8% | $4,624-61.7% | $4,379-59.6% |
| Participant deferral / active EE | $10,496 | $8,341+25.8% | $8,004+31.1% | $6,730+55.9% |
| Admin fee / account holder | $4,074 | $15,759-74.1% | $14,398-71.7% | $14,365-71.6% |