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 | $122,579 | $198,457-38.2% | $170,435-28.1% | $147,586-16.9% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 18.00% | 257.30%-239.3pp | 205.94%-187.9pp | 578.59%-560.6pp |
| Employer contribution / active EE | $3,221 | $6,183-47.9% | $5,432-40.7% | $4,876-34.0% |
| Participant deferral / active EE | $6,344 | $5,629+12.7% | $4,939+28.4% | $5,439+16.7% |
| Admin fee / account holder | $1,022 | $16,852-93.9% | $13,881-92.6% | $10,886-90.6% |