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 | $128,444 | $126,661+1.4% | $113,397+13.3% | $138,895-7.5% |
| Participation rate | 78.9% | 79.4%-0.5pp | 76.5%+2.5pp | 79.9%-1.0pp |
| Annual return | 15.59% | 25.05%-9.5pp | 23.20%-7.6pp | 145.39%-129.8pp |
| Employer contribution / active EE | $2,211 | $3,456-36.0% | $2,977-25.7% | $4,194-47.3% |
| Participant deferral / active EE | $8,329 | $5,693+46.3% | $5,076+64.1% | $6,396+30.2% |
| Admin fee / account holder | $22,938 | $14,549+57.7% | $11,957+91.8% | $12,562+82.6% |