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 | $124,922 | $148,629-16.0% | $135,982-8.1% | $139,487-10.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 13.65% | 79.33%-65.7pp | 68.32%-54.7pp | 373.84%-360.2pp |
| Employer contribution / active EE | $2,014 | $5,247-61.6% | $4,859-58.5% | $4,755-57.6% |
| Participant deferral / active EE | $5,634 | $8,102-30.5% | $7,760-27.4% | $6,713-16.1% |
| Admin fee / account holder | $1,657 | $12,406-86.6% | $10,767-84.6% | $11,407-85.5% |