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 | $117,179 | $157,296-25.5% | $141,191-17.0% | $152,897-23.4% |
| Participation rate | 85.0% | 84.8%+0.2pp | 82.5%+2.5pp | 82.5%+2.5pp |
| Annual return | 21.29% | 64.34%-43.1pp | 71.41%-50.1pp | 345.43%-324.1pp |
| Employer contribution / active EE | $4,971 | $5,262-5.5% | $4,736+5.0% | $4,764+4.4% |
| Participant deferral / active EE | $8,282 | $7,111+16.5% | $6,710+23.4% | $5,851+41.5% |
| Admin fee / account holder | $14,547 | $12,125+20.0% | $10,264+41.7% | $11,599+25.4% |