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 | $156,885 | $148,629+5.6% | $135,982+15.4% | $139,487+12.5% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 17.36% | 79.33%-62.0pp | 68.32%-51.0pp | 373.84%-356.5pp |
| Employer contribution / active EE | $4,813 | $5,247-8.3% | $4,859-0.9% | $4,755+1.2% |
| Participant deferral / active EE | $3,073 | $8,102-62.1% | $7,760-60.4% | $6,713-54.2% |
| Admin fee / account holder | $1,967 | $12,406-84.1% | $10,767-81.7% | $11,407-82.8% |