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 | $131,202 | $162,136-19.1% | $152,301-13.9% | $154,746-15.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 12.86% | 91.02%-78.2pp | 80.50%-67.6pp | 172.34%-159.5pp |
| Employer contribution / active EE | $3,320 | $4,890-32.1% | $4,624-28.2% | $4,379-24.2% |
| Participant deferral / active EE | $9,043 | $8,341+8.4% | $8,004+13.0% | $6,730+34.4% |
| Admin fee / account holder | $435 | $15,759-97.2% | $14,398-97.0% | $14,365-97.0% |