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 | $130,086 | $155,555-16.4% | $146,866-11.4% | $155,188-16.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.5%+9.2pp | 80.8%+10.9pp |
| Annual return | 13.81% | 115.41%-101.6pp | 102.85%-89.0pp | 148.84%-135.0pp |
| Employer contribution / active EE | $3,595 | $4,647-22.6% | $4,425-18.8% | $4,248-15.4% |
| Participant deferral / active EE | $9,448 | $8,044+17.5% | $7,759+21.8% | $6,531+44.7% |
| Admin fee / account holder | $671 | $14,755-95.5% | $13,620-95.1% | $14,480-95.4% |