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 | $145,056 | $181,062-19.9% | $158,223-8.3% | $155,188-6.5% |
| Participation rate | 91.3% | 82.7%+8.7pp | 79.2%+12.1pp | 80.8%+10.5pp |
| Annual return | 16.67% | 57.39%-40.7pp | 52.09%-35.4pp | 148.84%-132.2pp |
| Employer contribution / active EE | $7,630 | $4,565+67.2% | $4,109+85.7% | $4,248+79.6% |
| Participant deferral / active EE | $6,357 | $6,134+3.6% | $5,467+16.3% | $6,531-2.7% |
| Admin fee / account holder | $2,888 | $18,825-84.7% | $16,047-82.0% | $14,480-80.1% |