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 | $133,869 | $124,425+7.6% | $112,040+19.5% | $137,256-2.5% |
| Participation rate | 89.5% | 79.3%+10.2pp | 76.5%+13.0pp | 80.0%+9.5pp |
| Annual return | 16.42% | 24.72%-8.3pp | 24.52%-8.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $4,630 | $3,411+35.7% | $2,954+56.8% | $4,156+11.4% |
| Participant deferral / active EE | $12,494 | $5,718+118.5% | $5,098+145.1% | $6,407+95.0% |
| Admin fee / account holder | $10,650 | $15,207-30.0% | $12,098-12.0% | $12,270-13.2% |