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 | $125,010 | $165,381-24.4% | $149,730-16.5% | $158,966-21.4% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 9.60% | 348.29%-338.7pp | 276.70%-267.1pp | 302.95%-293.3pp |
| Employer contribution / active EE | $2,501 | $5,104-51.0% | $4,645-46.2% | $4,762-47.5% |
| Participant deferral / active EE | $7,572 | $7,182+5.4% | $6,843+10.7% | $5,983+26.5% |
| Admin fee / account holder | $358 | $10,809-96.7% | $9,310-96.2% | $11,250-96.8% |