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 | $129,329 | $129,737-0.3% | $119,126+8.6% | $154,746-16.4% |
| Participation rate | 79.2% | 78.9%+0.3pp | 75.8%+3.4pp | 80.7%-1.5pp |
| Annual return | 23.45% | 379.08%-355.6pp | 282.11%-258.7pp | 172.34%-148.9pp |
| Employer contribution / active EE | $1,667 | $4,375-61.9% | $4,034-58.7% | $4,379-61.9% |
| Participant deferral / active EE | $4,561 | $5,842-21.9% | $5,318-14.2% | $6,730-32.2% |
| Admin fee / account holder | $1,387 | $11,961-88.4% | $10,693-87.0% | $14,365-90.3% |