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 | $160,140 | $155,555+2.9% | $146,866+9.0% | $155,188+3.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.5%-4.7pp | 80.8%-3.0pp |
| Annual return | 17.05% | 115.41%-98.4pp | 102.85%-85.8pp | 148.84%-131.8pp |
| Employer contribution / active EE | $16,845 | $4,647+262.5% | $4,425+280.7% | $4,248+296.6% |
| Participant deferral / active EE | $10,058 | $8,044+25.0% | $7,759+29.6% | $6,531+54.0% |
| Admin fee / account holder | $585 | $14,755-96.0% | $13,620-95.7% | $14,480-96.0% |