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 | $126,112 | $152,592-17.4% | $125,180+0.7% | $152,885-17.5% |
| Participation rate | 95.5% | 83.3%+12.1pp | 79.8%+15.7pp | 82.5%+13.0pp |
| Annual return | 23.00% | 54.84%-31.8pp | 43.79%-20.8pp | 345.39%-322.4pp |
| Employer contribution / active EE | $6,402 | $4,947+29.4% | $3,866+65.6% | $4,763+34.4% |
| Participant deferral / active EE | $5,923 | $5,868+0.9% | $4,937+20.0% | $5,851+1.2% |
| Admin fee / account holder | $5,113 | $13,435-61.9% | $9,703-47.3% | $11,598-55.9% |