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 | $167,817 | $167,415+0.2% | $140,514+19.4% | $198,609-15.5% |
| Participation rate | 90.0% | 80.9%+9.1pp | 77.8%+12.2pp | 82.4%+7.6pp |
| Annual return | 17.59% | 13.85%+3.7pp | 14.36%+3.2pp | 202.70%-185.1pp |
| Employer contribution / active EE | $2,118 | $4,088-48.2% | $3,378-37.3% | $5,055-58.1% |
| Participant deferral / active EE | $7,155 | $5,579+28.2% | $4,919+45.5% | $6,977+2.6% |
| Admin fee / account holder | $1,401 | $16,730-91.6% | $13,697-89.8% | $19,030-92.6% |