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 | $123,192 | $113,941+8.1% | $94,229+30.7% | $125,389-1.8% |
| Participation rate | 90.0% | 82.9%+7.1pp | 78.8%+11.2pp | 83.2%+6.8pp |
| Annual return | -1.28% | 5.29%-6.6pp | 10.68%-12.0pp | 282.24%-283.5pp |
| Employer contribution / active EE | $5,296 | $4,727+12.0% | $3,587+47.6% | $4,866+8.8% |
| Participant deferral / active EE | $4,039 | $5,179-22.0% | $4,320-6.5% | $5,352-24.5% |
| Admin fee / account holder | $1,829 | $8,392-78.2% | $6,269-70.8% | $9,541-80.8% |