Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $171,123 | $156,398+9.4% | $147,318+16.2% | $138,895+23.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.85% | 78.75%-65.9pp | 70.43%-57.6pp | 145.39%-132.5pp |
| Employer contribution / active EE | $8,464 | $4,853+74.4% | $4,593+84.3% | $4,194+101.8% |
| Participant deferral / active EE | $20,467 | $8,237+148.5% | $7,906+158.9% | $6,396+220.0% |
| Admin fee / account holder | $1,135 | $14,976-92.4% | $13,708-91.7% | $12,562-91.0% |