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 | $176,565 | $181,062-2.5% | $158,223+11.6% | $155,188+13.8% |
| Participation rate | 94.1% | 82.7%+11.5pp | 79.2%+14.9pp | 80.8%+13.3pp |
| Annual return | 13.17% | 57.39%-44.2pp | 52.09%-38.9pp | 148.84%-135.7pp |
| Employer contribution / active EE | $2,225 | $4,565-51.3% | $4,109-45.8% | $4,248-47.6% |
| Participant deferral / active EE | $5,946 | $6,134-3.1% | $5,467+8.8% | $6,531-9.0% |
| Admin fee / account holder | $9,453 | $18,825-49.8% | $16,047-41.1% | $14,480-34.7% |