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 | $184,658 | $213,785-13.6% | $185,441-0.4% | $155,188+19.0% |
| Participation rate | 92.9% | 83.2%+9.6pp | 80.3%+12.6pp | 80.8%+12.1pp |
| Annual return | 19.43% | 19.97%-0.5pp | 20.16%-0.7pp | 148.84%-129.4pp |
| Employer contribution / active EE | $5,569 | $5,393+3.3% | $4,672+19.2% | $4,248+31.1% |
| Participant deferral / active EE | $11,828 | $6,864+72.3% | $6,152+92.3% | $6,531+81.1% |
| Admin fee / account holder | $1,628 | $21,134-92.3% | $17,890-90.9% | $14,480-88.8% |