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 | $221,748 | $208,088+6.6% | $186,193+19.1% | $154,746+43.3% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.1%-2.1pp | 80.7%-5.7pp |
| Annual return | 18.45% | 89.97%-71.5pp | 78.03%-59.6pp | 172.34%-153.9pp |
| Employer contribution / active EE | $4,151 | $4,340-4.4% | $3,918+5.9% | $4,379-5.2% |
| Participant deferral / active EE | $8,529 | $7,078+20.5% | $6,513+31.0% | $6,730+26.7% |
| Admin fee / account holder | $837 | $11,698-92.8% | $11,058-92.4% | $14,365-94.2% |