Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $151,412 | $162,136-6.6% | $152,301-0.6% | $154,746-2.2% |
| Participation rate | 92.3% | 84.1%+8.2pp | 82.4%+9.9pp | 80.7%+11.6pp |
| Annual return | 16.21% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $2,771 | $4,890-43.3% | $4,624-40.1% | $4,379-36.7% |
| Participant deferral / active EE | $12,914 | $8,341+54.8% | $8,004+61.3% | $6,730+91.9% |
| Admin fee / account holder | $1,633 | $15,759-89.6% | $14,398-88.7% | $14,365-88.6% |