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 | $192,062 | $185,312+3.6% | $161,489+18.9% | $154,746+24.1% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 16.86% | 103.84%-87.0pp | 89.72%-72.9pp | 172.34%-155.5pp |
| Employer contribution / active EE | $3,823 | $4,769-19.8% | $4,268-10.4% | $4,379-12.7% |
| Participant deferral / active EE | $5,984 | $6,350-5.8% | $5,630+6.3% | $6,730-11.1% |
| Admin fee / account holder | $4,477 | $18,654-76.0% | $16,006-72.0% | $14,365-68.8% |