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 | $122,084 | $154,228-20.8% | $145,433-16.1% | $137,256-11.1% |
| Participation rate | 78.3% | 83.8%-5.5pp | 82.1%-3.9pp | 80.0%-1.7pp |
| Annual return | 22.22% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $5,150 | $4,804+7.2% | $4,554+13.1% | $4,156+23.9% |
| Participant deferral / active EE | $8,925 | $8,216+8.6% | $7,897+13.0% | $6,407+39.3% |
| Admin fee / account holder | $5,150 | $14,344-64.1% | $13,129-60.8% | $12,270-58.0% |