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 | $105,741 | $162,785-35.0% | $133,959-21.1% | $158,950-33.5% |
| Participation rate | 86.7% | 83.2%+3.4pp | 79.8%+6.8pp | 82.0%+4.7pp |
| Annual return | 12.88% | 41.94%-29.1pp | 45.09%-32.2pp | 302.91%-290.0pp |
| Employer contribution / active EE | $3,656 | $4,975-26.5% | $3,919-6.7% | $4,762-23.2% |
| Participant deferral / active EE | $7,595 | $5,910+28.5% | $5,047+50.5% | $5,983+27.0% |
| Admin fee / account holder | $17,208 | $11,738+46.6% | $8,928+92.7% | $11,248+53.0% |