Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $158,573 | $185,312-14.4% | $161,489-1.8% | $154,746+2.5% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 15.85% | 103.84%-88.0pp | 89.72%-73.9pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,968 | $4,769-58.7% | $4,268-53.9% | $4,379-55.1% |
| Participant deferral / active EE | $6,108 | $6,350-3.8% | $5,630+8.5% | $6,730-9.2% |
| Admin fee / account holder | $13,113 | $18,654-29.7% | $16,006-18.1% | $14,365-8.7% |