Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $170,566 | $154,228+10.6% | $145,433+17.3% | $137,256+24.3% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 80.0%+9.5pp |
| Annual return | 15.76% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $13,690 | $4,804+185.0% | $4,554+200.6% | $4,156+229.4% |
| Participant deferral / active EE | $11,879 | $8,216+44.6% | $7,897+50.4% | $6,407+85.4% |
| Admin fee / account holder | $702 | $14,344-95.1% | $13,129-94.7% | $12,270-94.3% |