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 | $142,026 | $154,228-7.9% | $145,433-2.3% | $137,256+3.5% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 16.83% | 74.59%-57.8pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $5,619 | $4,804+17.0% | $4,554+23.4% | $4,156+35.2% |
| Participant deferral / active EE | $10,177 | $8,216+23.9% | $7,897+28.9% | $6,407+58.8% |
| Admin fee / account holder | $2,339 | $14,344-83.7% | $13,129-82.2% | $12,270-80.9% |