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 | $152,626 | $185,141-17.6% | $153,416-0.5% | $155,188-1.7% |
| Participation rate | 84.6% | 79.9%+4.7pp | 74.3%+10.3pp | 80.8%+3.8pp |
| Annual return | 14.43% | 18.72%-4.3pp | 17.84%-3.4pp | 148.84%-134.4pp |
| Employer contribution / active EE | $4,290 | $4,489-4.4% | $3,764+14.0% | $4,248+1.0% |
| Participant deferral / active EE | $12,205 | $5,477+122.8% | $4,723+158.4% | $6,531+86.9% |
| Admin fee / account holder | $725 | $16,005-95.5% | $13,095-94.5% | $14,480-95.0% |