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 | $120,538 | $162,136-25.7% | $152,301-20.9% | $154,746-22.1% |
| Participation rate | 72.2% | 84.1%-11.9pp | 82.4%-10.2pp | 80.7%-8.5pp |
| Annual return | 14.69% | 91.02%-76.3pp | 80.50%-65.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $3,735 | $4,890-23.6% | $4,624-19.2% | $4,379-14.7% |
| Participant deferral / active EE | $15,001 | $8,341+79.8% | $8,004+87.4% | $6,730+122.9% |
| Admin fee / account holder | $9,561 | $15,759-39.3% | $14,398-33.6% | $14,365-33.4% |