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 | $181,926 | $184,014-1.1% | $161,149+12.9% | $138,895+31.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 11.50% | 21.52%-10.0pp | 21.16%-9.7pp | 145.39%-133.9pp |
| Employer contribution / active EE | $3,502 | $5,055-30.7% | $4,360-19.7% | $4,194-16.5% |
| Participant deferral / active EE | $7,570 | $6,909+9.6% | $6,153+23.0% | $6,396+18.4% |
| Admin fee / account holder | $15,290 | $18,027-15.2% | $15,194+0.6% | $12,562+21.7% |