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 | $181,967 | $152,619+19.2% | $125,195+45.3% | $152,909+19.0% |
| Participation rate | 77.3% | 83.3%-6.1pp | 79.8%-2.5pp | 82.5%-5.2pp |
| Annual return | 19.94% | 54.85%-34.9pp | 43.79%-23.8pp | 345.46%-325.5pp |
| Employer contribution / active EE | $4,067 | $4,947-17.8% | $3,866+5.2% | $4,764-14.6% |
| Participant deferral / active EE | $8,196 | $5,869+39.7% | $4,937+66.0% | $5,851+40.1% |
| Admin fee / account holder | $1,789 | $13,437-86.7% | $9,704-81.6% | $11,601-84.6% |