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 | $129,502 | $111,535+16.1% | $105,223+23.1% | $137,256-5.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 19.12% | 237.85%-218.7pp | 180.65%-161.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,860 | $3,939-52.8% | $3,689-49.6% | $4,156-55.2% |
| Participant deferral / active EE | $3,770 | $5,500-31.5% | $5,072-25.7% | $6,407-41.2% |
| Admin fee / account holder | $2,366 | $9,721-75.7% | $8,859-73.3% | $12,270-80.7% |