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 | $163,188 | $108,911+49.8% | $100,392+62.6% | $145,884+11.9% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 15.61% | 58.23%-42.6pp | 49.45%-33.8pp | 551.85%-536.2pp |
| Employer contribution / active EE | $4,249 | $4,420-3.9% | $3,941+7.8% | $4,662-8.9% |
| Participant deferral / active EE | $13,912 | $8,459+64.5% | $8,090+72.0% | $6,690+108.0% |
| Admin fee / account holder | $4,177 | $9,698-56.9% | $7,904-47.2% | $13,392-68.8% |