Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $124,308 | $174,379-28.7% | $152,093-18.3% | $138,895-10.5% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 16.03% | 74.86%-58.8pp | 66.36%-50.3pp | 145.39%-129.4pp |
| Employer contribution / active EE | $2,632 | $4,652-43.4% | $4,175-36.9% | $4,194-37.2% |
| Participant deferral / active EE | $14,318 | $6,159+132.5% | $5,451+162.7% | $6,396+123.9% |
| Admin fee / account holder | $13,121 | $16,880-22.3% | $14,497-9.5% | $12,562+4.5% |