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 | $129,522 | $154,193-16.0% | $130,045-0.4% | $139,466-7.1% |
| Participation rate | 95.7% | 82.0%+13.7pp | 78.5%+17.2pp | 80.3%+15.3pp |
| Annual return | 18.68% | 32.51%-13.8pp | -137.30%+156.0pp | 373.66%-355.0pp |
| Employer contribution / active EE | $4,068 | $5,292-23.1% | $4,321-5.9% | $4,754-14.4% |
| Participant deferral / active EE | $11,039 | $6,709+64.5% | $5,820+89.7% | $6,712+64.5% |
| Admin fee / account holder | $11,330 | $13,989-19.0% | $10,600+6.9% | $11,409-0.7% |