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 | $136,919 | $172,111-20.4% | $150,298-8.9% | $137,256-0.2% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 17.84% | 69.37%-51.5pp | 62.79%-45.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,115 | $4,636-76.0% | $4,154-73.2% | $4,156-73.2% |
| Participant deferral / active EE | $2,957 | $6,166-52.0% | $5,453-45.8% | $6,407-53.8% |
| Admin fee / account holder | $4,768 | $16,471-71.1% | $14,116-66.2% | $12,270-61.1% |