Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $144,460 | $228,395-36.8% | $185,861-22.3% | $158,982-9.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 20.64% | 40.82%-20.2pp | 35.96%-15.3pp | 302.99%-282.3pp |
| Employer contribution / active EE | $5,807 | $4,968+16.9% | $4,088+42.1% | $4,763+21.9% |
| Participant deferral / active EE | $9,657 | $6,417+50.5% | $5,634+71.4% | $5,983+61.4% |
| Admin fee / account holder | $6,796 | $11,869-42.7% | $9,503-28.5% | $11,252-39.6% |