Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $177,757 | $185,312-4.1% | $161,489+10.1% | $154,746+14.9% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 18.74% | 103.84%-85.1pp | 89.72%-71.0pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,619 | $4,769-66.0% | $4,268-62.1% | $4,379-63.0% |
| Participant deferral / active EE | $4,990 | $6,350-21.4% | $5,630-11.4% | $6,730-25.9% |
| Admin fee / account holder | $5,062 | $18,654-72.9% | $16,006-68.4% | $14,365-64.8% |