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 | $163,205 | $183,516-11.1% | $155,534+4.9% | $145,884+11.9% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 40.34% | 61.43%-21.1pp | 64.92%-24.6pp | 551.85%-511.5pp |
| Employer contribution / active EE | $6,619 | $5,315+24.5% | $4,675+41.6% | $4,662+42.0% |
| Participant deferral / active EE | $6,807 | $6,467+5.3% | $5,630+20.9% | $6,690+1.8% |
| Admin fee / account holder | $26,961 | $19,293+39.7% | $15,900+69.6% | $13,392+101.3% |