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 | $177,749 | $142,354+24.9% | $125,529+41.6% | $155,188+14.5% |
| Participation rate | 77.8% | 78.1%-0.3pp | 74.7%+3.1pp | 80.8%-3.0pp |
| Annual return | 15.93% | 306.06%-290.1pp | 202.56%-186.6pp | 148.84%-132.9pp |
| Employer contribution / active EE | $2,468 | $3,501-29.5% | $3,058-19.3% | $4,248-41.9% |
| Participant deferral / active EE | $7,390 | $5,491+34.6% | $4,813+53.6% | $6,531+13.1% |
| Admin fee / account holder | $5,883 | $19,392-69.7% | $16,298-63.9% | $14,480-59.4% |