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 | $188,481 | $183,592+2.7% | $155,567+21.2% | $145,959+29.1% |
| Participation rate | 76.2% | 82.7%-6.5pp | 78.2%-2.0pp | 80.3%-4.1pp |
| Annual return | 12.72% | 61.24%-48.5pp | 64.74%-52.0pp | 561.95%-549.2pp |
| Employer contribution / active EE | $3,512 | $5,315-33.9% | $4,674-24.9% | $4,661-24.7% |
| Participant deferral / active EE | $6,611 | $6,464+2.3% | $5,628+17.5% | $6,689-1.2% |
| Admin fee / account holder | $5,952 | $19,318-69.2% | $15,916-62.6% | $13,398-55.6% |