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 | $129,181 | $178,174-27.5% | $156,181-17.3% | $137,256-5.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 15.18% | 84.19%-69.0pp | 64.87%-49.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,838 | $4,972-63.0% | $4,294-57.2% | $4,156-55.8% |
| Participant deferral / active EE | $3,950 | $6,888-42.7% | $6,132-35.6% | $6,407-38.3% |
| Admin fee / account holder | $1,110 | $17,404-93.6% | $14,586-92.4% | $12,270-91.0% |