Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $178,867 | $176,120+1.6% | $159,487+12.2% | $167,553+6.8% |
| Participation rate | 93.3% | 85.0%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 13.25% | 331.95%-318.7pp | 263.71%-250.5pp | 478.89%-465.6pp |
| Employer contribution / active EE | $3,219 | $5,299-39.3% | $4,831-33.4% | $4,840-33.5% |
| Participant deferral / active EE | $5,900 | $7,752-23.9% | $7,354-19.8% | $6,343-7.0% |
| Admin fee / account holder | $1,365 | $12,561-89.1% | $10,804-87.4% | $12,316-88.9% |