Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $184,627 | $181,062+2.0% | $158,223+16.7% | $155,188+19.0% |
| Participation rate | 94.4% | 82.7%+11.8pp | 79.2%+15.2pp | 80.8%+13.6pp |
| Annual return | 15.35% | 57.39%-42.0pp | 52.09%-36.7pp | 148.84%-133.5pp |
| Employer contribution / active EE | $4,633 | $4,565+1.5% | $4,109+12.8% | $4,248+9.1% |
| Participant deferral / active EE | $6,485 | $6,134+5.7% | $5,467+18.6% | $6,531-0.7% |
| Admin fee / account holder | $442 | $18,825-97.7% | $16,047-97.2% | $14,480-96.9% |