Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $152,897 | $174,379-12.3% | $152,093+0.5% | $138,895+10.1% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 17.18% | 74.86%-57.7pp | 66.36%-49.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $15,839 | $4,652+240.5% | $4,175+279.4% | $4,194+277.6% |
| Participant deferral / active EE | $9,817 | $6,159+59.4% | $5,451+80.1% | $6,396+53.5% |
| Admin fee / account holder | $1,191 | $16,880-92.9% | $14,497-91.8% | $12,562-90.5% |