Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $151,243 | $154,228-1.9% | $145,433+4.0% | $137,256+10.2% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 13.68% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $4,425 | $4,804-7.9% | $4,554-2.8% | $4,156+6.5% |
| Participant deferral / active EE | $12,033 | $8,216+46.5% | $7,897+52.4% | $6,407+87.8% |
| Admin fee / account holder | $12,790 | $14,344-10.8% | $13,129-2.6% | $12,270+4.2% |