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 | $154,264 | $213,785-27.8% | $185,441-16.8% | $155,188-0.6% |
| Participation rate | 90.9% | 83.2%+7.7pp | 80.3%+10.6pp | 80.8%+10.1pp |
| Annual return | 17.54% | 19.97%-2.4pp | 20.16%-2.6pp | 148.84%-131.3pp |
| Employer contribution / active EE | $4,776 | $5,393-11.4% | $4,672+2.2% | $4,248+12.4% |
| Participant deferral / active EE | $9,679 | $6,864+41.0% | $6,152+57.3% | $6,531+48.2% |
| Admin fee / account holder | $657 | $21,134-96.9% | $17,890-96.3% | $14,480-95.5% |