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 | $187,659 | $184,014+2.0% | $161,149+16.5% | $138,895+35.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.8%-3.8pp | 79.9%-4.9pp |
| Annual return | 16.55% | 21.52%-5.0pp | 21.16%-4.6pp | 145.39%-128.8pp |
| Employer contribution / active EE | $4,550 | $5,055-10.0% | $4,360+4.3% | $4,194+8.5% |
| Participant deferral / active EE | $5,577 | $6,909-19.3% | $6,153-9.4% | $6,396-12.8% |
| Admin fee / account holder | $1,447 | $18,027-92.0% | $15,194-90.5% | $12,562-88.5% |