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 | $120,176 | $172,111-30.2% | $150,298-20.0% | $137,256-12.4% |
| Participation rate | 82.4% | 81.7%+0.6pp | 77.8%+4.6pp | 80.0%+2.4pp |
| Annual return | 17.60% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,845 | $4,636-38.6% | $4,154-31.5% | $4,156-31.6% |
| Participant deferral / active EE | $9,533 | $6,166+54.6% | $5,453+74.8% | $6,407+48.8% |
| Admin fee / account holder | $1,247 | $16,471-92.4% | $14,116-91.2% | $12,270-89.8% |