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 | $149,866 | $172,111-12.9% | $150,298-0.3% | $137,256+9.2% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 18.81% | 69.37%-50.6pp | 62.79%-44.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,730 | $4,636-62.7% | $4,154-58.4% | $4,156-58.4% |
| Participant deferral / active EE | $6,276 | $6,166+1.8% | $5,453+15.1% | $6,407-2.0% |
| Admin fee / account holder | $11,091 | $16,471-32.7% | $14,116-21.4% | $12,270-9.6% |