Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $164,874 | $154,228+6.9% | $145,433+13.4% | $137,256+20.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 12.52% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,382 | $4,804-50.4% | $4,554-47.7% | $4,156-42.7% |
| Participant deferral / active EE | $16,123 | $8,216+96.2% | $7,897+104.2% | $6,407+151.6% |
| Admin fee / account holder | $1,475 | $14,344-89.7% | $13,129-88.8% | $12,270-88.0% |