Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $149,780 | $154,228-2.9% | $145,433+3.0% | $137,256+9.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.06% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $5,874 | $4,804+22.3% | $4,554+29.0% | $4,156+41.3% |
| Participant deferral / active EE | $18,055 | $8,216+119.7% | $7,897+128.6% | $6,407+181.8% |
| Admin fee / account holder | $20,294 | $14,344+41.5% | $13,129+54.6% | $12,270+65.4% |