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 | $129,563 | $165,399-21.7% | $149,745-13.5% | $158,982-18.5% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 10.39% | 348.34%-337.9pp | 276.72%-266.3pp | 302.99%-292.6pp |
| Employer contribution / active EE | $1,333 | $5,105-73.9% | $4,646-71.3% | $4,763-72.0% |
| Participant deferral / active EE | $5,061 | $7,183-29.5% | $6,843-26.0% | $5,983-15.4% |
| Admin fee / account holder | $482 | $10,811-95.5% | $9,312-94.8% | $11,252-95.7% |