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 | $119,861 | $156,398-23.4% | $147,318-18.6% | $138,895-13.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 16.22% | 78.75%-62.5pp | 70.43%-54.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $2,040 | $4,853-58.0% | $4,593-55.6% | $4,194-51.4% |
| Participant deferral / active EE | $8,752 | $8,237+6.2% | $7,906+10.7% | $6,396+36.8% |
| Admin fee / account holder | $540 | $14,976-96.4% | $13,708-96.1% | $12,562-95.7% |