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 | $166,923 | $185,312-9.9% | $161,489+3.4% | $154,746+7.9% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 13.35% | 103.84%-90.5pp | 89.72%-76.4pp | 172.34%-159.0pp |
| Employer contribution / active EE | $2,320 | $4,769-51.4% | $4,268-45.7% | $4,379-47.0% |
| Participant deferral / active EE | $7,513 | $6,350+18.3% | $5,630+33.5% | $6,730+11.6% |
| Admin fee / account holder | $13,832 | $18,654-25.8% | $16,006-13.6% | $14,365-3.7% |