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 | $132,055 | $99,053+33.3% | $88,179+49.8% | $138,895-4.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.1%+10.9pp | 79.9%+0.1pp |
| Annual return | 17.04% | 78.17%-61.1pp | 64.97%-47.9pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,652 | $2,882-8.0% | $2,549+4.0% | $4,194-36.8% |
| Participant deferral / active EE | $5,338 | $5,225+2.2% | $4,614+15.7% | $6,396-16.5% |
| Admin fee / account holder | $4,580 | $8,748-47.7% | $7,673-40.3% | $12,562-63.5% |