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 | $110,266 | $154,228-28.5% | $145,433-24.2% | $137,256-19.7% |
| Participation rate | 91.3% | 83.8%+7.5pp | 82.1%+9.2pp | 80.0%+11.3pp |
| Annual return | 19.54% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $4,070 | $4,804-15.3% | $4,554-10.6% | $4,156-2.1% |
| Participant deferral / active EE | $7,300 | $8,216-11.2% | $7,897-7.6% | $6,407+13.9% |
| Admin fee / account holder | $4,366 | $14,344-69.6% | $13,129-66.7% | $12,270-64.4% |