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 | $153,233 | $155,555-1.5% | $146,866+4.3% | $155,188-1.3% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.5%+9.2pp | 80.8%+10.9pp |
| Annual return | 21.64% | 115.41%-93.8pp | 102.85%-81.2pp | 148.84%-127.2pp |
| Employer contribution / active EE | $1,752 | $4,647-62.3% | $4,425-60.4% | $4,248-58.8% |
| Participant deferral / active EE | $4,975 | $8,044-38.2% | $7,759-35.9% | $6,531-23.8% |
| Admin fee / account holder | $406 | $14,755-97.3% | $13,620-97.0% | $14,480-97.2% |