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 | $155,598 | $155,5550% | $146,866+5.9% | $155,188+0.3% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.5%-11.1pp | 80.8%-9.4pp |
| Annual return | 14.42% | 115.41%-101.0pp | 102.85%-88.4pp | 148.84%-134.4pp |
| Employer contribution / active EE | $2,309 | $4,647-50.3% | $4,425-47.8% | $4,248-45.6% |
| Participant deferral / active EE | $9,398 | $8,044+16.8% | $7,759+21.1% | $6,531+43.9% |
| Admin fee / account holder | $1,896 | $14,755-87.2% | $13,620-86.1% | $14,480-86.9% |