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 | $122,815 | $156,398-21.5% | $147,318-16.6% | $138,895-11.6% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.1pp | 79.9%-1.0pp |
| Annual return | 14.28% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.1pp |
| Employer contribution / active EE | $1,258 | $4,853-74.1% | $4,593-72.6% | $4,194-70.0% |
| Participant deferral / active EE | $3,625 | $8,237-56.0% | $7,906-54.1% | $6,396-43.3% |
| Admin fee / account holder | $8,543 | $14,976-43.0% | $13,708-37.7% | $12,562-32.0% |