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 | $129,066 | $117,829+9.5% | $102,423+26.0% | $145,877-11.5% |
| Participation rate | 86.7% | 78.6%+8.1pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 21.44% | 31.83%-10.4pp | 29.42%-8.0pp | 551.28%-529.8pp |
| Employer contribution / active EE | $2,561 | $3,615-29.2% | $3,023-15.3% | $4,663-45.1% |
| Participant deferral / active EE | $10,649 | $5,732+85.8% | $5,054+110.7% | $6,691+59.2% |
| Admin fee / account holder | $7,929 | $13,335-40.5% | $9,455-16.1% | $13,402-40.8% |