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 | $130,066 | $154,228-15.7% | $145,433-10.6% | $137,256-5.2% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 15.37% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,354 | $4,804-30.2% | $4,554-26.3% | $4,156-19.3% |
| Participant deferral / active EE | $8,533 | $8,216+3.9% | $7,897+8.0% | $6,407+33.2% |
| Admin fee / account holder | $3,631 | $14,344-74.7% | $13,129-72.3% | $12,270-70.4% |