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 | $135,679 | $111,814+21.3% | $103,378+31.2% | $145,978-7.1% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 14.56% | 24.80%-10.2pp | 24.91%-10.3pp | 550.52%-536.0pp |
| Employer contribution / active EE | $2,482 | $4,215-41.1% | $3,870-35.9% | $4,662-46.8% |
| Participant deferral / active EE | $4,482 | $5,618-20.2% | $5,058-11.4% | $6,690-33.0% |
| Admin fee / account holder | $426 | $9,764-95.6% | $8,401-94.9% | $13,400-96.8% |