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 | $143,807 | $181,062-20.6% | $158,223-9.1% | $155,188-7.3% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | 16.36% | 57.39%-41.0pp | 52.09%-35.7pp | 148.84%-132.5pp |
| Employer contribution / active EE | $9,301 | $4,565+103.8% | $4,109+126.4% | $4,248+119.0% |
| Participant deferral / active EE | $5,031 | $6,134-18.0% | $5,467-8.0% | $6,531-23.0% |
| Admin fee / account holder | $1,374 | $18,825-92.7% | $16,047-91.4% | $14,480-90.5% |