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 | $174,884 | $154,228+13.4% | $145,433+20.3% | $137,256+27.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.31% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,741 | $4,804-63.8% | $4,554-61.8% | $4,156-58.1% |
| Participant deferral / active EE | $9,048 | $8,216+10.1% | $7,897+14.6% | $6,407+41.2% |
| Admin fee / account holder | $382 | $14,344-97.3% | $13,129-97.1% | $12,270-96.9% |