Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $179,858 | $156,398+15.0% | $147,318+22.1% | $138,895+29.5% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 16.59% | 78.75%-62.2pp | 70.43%-53.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $4,943 | $4,853+1.9% | $4,593+7.6% | $4,194+17.9% |
| Participant deferral / active EE | $11,636 | $8,237+41.3% | $7,906+47.2% | $6,396+81.9% |
| Admin fee / account holder | $2,141 | $14,976-85.7% | $13,708-84.4% | $12,562-83.0% |