Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $126,967 | $111,535+13.8% | $105,223+20.7% | $137,256-7.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 14.18% | 237.85%-223.7pp | 180.65%-166.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,728 | $3,939-30.8% | $3,689-26.1% | $4,156-34.4% |
| Participant deferral / active EE | $7,037 | $5,500+27.9% | $5,072+38.7% | $6,407+9.8% |
| Admin fee / account holder | $7,362 | $9,721-24.3% | $8,859-16.9% | $12,270-40.0% |