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 | $163,720 | $162,136+1.0% | $152,301+7.5% | $154,746+5.8% |
| Participation rate | 78.6% | 84.1%-5.5pp | 82.4%-3.9pp | 80.7%-2.1pp |
| Annual return | 14.42% | 91.02%-76.6pp | 80.50%-66.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $2,521 | $4,890-48.4% | $4,624-45.5% | $4,379-42.4% |
| Participant deferral / active EE | $8,444 | $8,341+1.2% | $8,004+5.5% | $6,730+25.5% |
| Admin fee / account holder | $1,382 | $15,759-91.2% | $14,398-90.4% | $14,365-90.4% |