Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $150,255 | $155,555-3.4% | $146,866+2.3% | $155,188-3.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 16.97% | 115.41%-98.4pp | 102.85%-85.9pp | 148.84%-131.9pp |
| Employer contribution / active EE | $4,519 | $4,647-2.7% | $4,425+2.1% | $4,248+6.4% |
| Participant deferral / active EE | $12,447 | $8,044+54.7% | $7,759+60.4% | $6,531+90.6% |
| Admin fee / account holder | $1,843 | $14,755-87.5% | $13,620-86.5% | $14,480-87.3% |