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 | $147,809 | $148,629-0.6% | $135,982+8.7% | $139,487+6.0% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 15.05% | 79.33%-64.3pp | 68.32%-53.3pp | 373.84%-358.8pp |
| Employer contribution / active EE | $5,565 | $5,247+6.1% | $4,859+14.5% | $4,755+17.0% |
| Participant deferral / active EE | $7,118 | $8,102-12.2% | $7,760-8.3% | $6,713+6.0% |
| Admin fee / account holder | $975 | $12,406-92.1% | $10,767-90.9% | $11,407-91.5% |