Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $121,853 | $110,337+10.4% | $102,383+19.0% | $145,877-16.5% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 14.68% | 24.83%-10.2pp | 24.94%-10.3pp | 551.28%-536.6pp |
| Employer contribution / active EE | $4,155 | $4,216-1.4% | $3,870+7.4% | $4,663-10.9% |
| Participant deferral / active EE | $5,196 | $5,621-7.6% | $5,060+2.7% | $6,691-22.3% |
| Admin fee / account holder | $1,259 | $9,750-87.1% | $8,391-85.0% | $13,402-90.6% |