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 | $128,367 | $126,661+1.3% | $113,397+13.2% | $138,895-7.6% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.5%+16.4pp | 79.9%+12.9pp |
| Annual return | 13.03% | 25.05%-12.0pp | 23.20%-10.2pp | 145.39%-132.4pp |
| Employer contribution / active EE | $1,064 | $3,456-69.2% | $2,977-64.3% | $4,194-74.6% |
| Participant deferral / active EE | $3,269 | $5,693-42.6% | $5,076-35.6% | $6,396-48.9% |
| Admin fee / account holder | $4,790 | $14,549-67.1% | $11,957-59.9% | $12,562-61.9% |