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 | $179,576 | $162,136+10.8% | $152,301+17.9% | $154,746+16.0% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 20.18% | 91.02%-70.8pp | 80.50%-60.3pp | 172.34%-152.2pp |
| Employer contribution / active EE | $3,365 | $4,890-31.2% | $4,624-27.2% | $4,379-23.2% |
| Participant deferral / active EE | $7,945 | $8,341-4.7% | $8,004-0.7% | $6,730+18.0% |
| Admin fee / account holder | $2,933 | $15,759-81.4% | $14,398-79.6% | $14,365-79.6% |