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 | $154,228+16.6% | $145,433+23.7% | $137,256+31.0% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 16.59% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $4,943 | $4,804+2.9% | $4,554+8.5% | $4,156+18.9% |
| Participant deferral / active EE | $11,636 | $8,216+41.6% | $7,897+47.3% | $6,407+81.6% |
| Admin fee / account holder | $2,141 | $14,344-85.1% | $13,129-83.7% | $12,270-82.6% |