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 | $171,427 | $181,062-5.3% | $158,223+8.3% | $155,188+10.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 17.18% | 57.39%-40.2pp | 52.09%-34.9pp | 148.84%-131.7pp |
| Employer contribution / active EE | $1,915 | $4,565-58.1% | $4,109-53.4% | $4,248-54.9% |
| Participant deferral / active EE | $6,227 | $6,134+1.5% | $5,467+13.9% | $6,531-4.7% |
| Admin fee / account holder | $1,075 | $18,825-94.3% | $16,047-93.3% | $14,480-92.6% |