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 | $118,330 | $157,276-24.8% | $141,177-16.2% | $152,885-22.6% |
| Participation rate | 78.9% | 84.8%-5.9pp | 82.5%-3.5pp | 82.5%-3.5pp |
| Annual return | 17.74% | 64.33%-46.6pp | 71.40%-53.7pp | 345.39%-327.7pp |
| Employer contribution / active EE | $3,741 | $5,262-28.9% | $4,736-21.0% | $4,763-21.5% |
| Participant deferral / active EE | $9,369 | $7,110+31.8% | $6,710+39.6% | $5,851+60.1% |
| Admin fee / account holder | $2,024 | $12,123-83.3% | $10,263-80.3% | $11,598-82.5% |