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 | $175,817 | $162,136+8.4% | $152,301+15.4% | $154,746+13.6% |
| Participation rate | 95.0% | 84.1%+10.9pp | 82.4%+12.6pp | 80.7%+14.3pp |
| Annual return | 18.28% | 91.02%-72.7pp | 80.50%-62.2pp | 172.34%-154.1pp |
| Employer contribution / active EE | $7,281 | $4,890+48.9% | $4,624+57.4% | $4,379+66.3% |
| Participant deferral / active EE | $16,472 | $8,341+97.5% | $8,004+105.8% | $6,730+144.7% |
| Admin fee / account holder | $3,131 | $15,759-80.1% | $14,398-78.3% | $14,365-78.2% |