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 | $150,893 | $178,174-15.3% | $156,181-3.4% | $137,256+9.9% |
| Participation rate | 73.7% | 82.0%-8.4pp | 78.8%-5.1pp | 80.0%-6.3pp |
| Annual return | 13.45% | 84.19%-70.7pp | 64.87%-51.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,254 | $4,972-54.7% | $4,294-47.5% | $4,156-45.8% |
| Participant deferral / active EE | $6,574 | $6,888-4.6% | $6,132+7.2% | $6,407+2.6% |
| Admin fee / account holder | $1,455 | $17,404-91.6% | $14,586-90.0% | $12,270-88.1% |