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 | $112,440 | $135,956-17.3% | $123,894-9.2% | $273,972-59.0% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 9.85% | 56.63%-46.8pp | 47.52%-37.7pp | 41.46%-31.6pp |
| Employer contribution / active EE | $5,701 | $5,170+10.3% | $4,617+23.5% | $4,869+17.1% |
| Participant deferral / active EE | $8,781 | $6,343+38.4% | $5,984+46.7% | $5,287+66.1% |
| Admin fee / account holder | $1,272 | $9,817-87.0% | $8,357-84.8% | $10,133-87.4% |