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 | $131,506 | $148,629-11.5% | $135,982-3.3% | $139,487-5.7% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 15.25% | 79.33%-64.1pp | 68.32%-53.1pp | 373.84%-358.6pp |
| Employer contribution / active EE | $4,851 | $5,247-7.5% | $4,859-0.2% | $4,755+2.0% |
| Participant deferral / active EE | $5,236 | $8,102-35.4% | $7,760-32.5% | $6,713-22.0% |
| Admin fee / account holder | $1,075 | $12,406-91.3% | $10,767-90.0% | $11,407-90.6% |