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 | $127,116 | $117,904+7.8% | $102,457+24.1% | $145,978-12.9% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 18.11% | 31.80%-13.7pp | 29.41%-11.3pp | 550.52%-532.4pp |
| Employer contribution / active EE | $2,407 | $3,613-33.4% | $3,022-20.3% | $4,662-48.4% |
| Participant deferral / active EE | $4,683 | $5,733-18.3% | $5,054-7.3% | $6,690-30.0% |
| Admin fee / account holder | $2,067 | $13,329-84.5% | $9,451-78.1% | $13,400-84.6% |