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 | $117,846+9.5% | $102,434+26.0% | $145,884-11.5% |
| Participation rate | 86.7% | 78.6%+8.0pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 21.44% | 31.90%-10.5pp | 29.46%-8.0pp | 551.85%-530.4pp |
| Employer contribution / active EE | $2,561 | $3,615-29.2% | $3,023-15.3% | $4,662-45.1% |
| Participant deferral / active EE | $10,649 | $5,733+85.7% | $5,055+110.7% | $6,690+59.2% |
| Admin fee / account holder | $7,929 | $13,356-40.6% | $9,462-16.2% | $13,392-40.8% |