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 | $129,991 | $135,956-4.4% | $123,894+4.9% | $273,972-52.6% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 7.53% | 56.63%-49.1pp | 47.52%-40.0pp | 41.46%-33.9pp |
| Employer contribution / active EE | $8,479 | $5,170+64.0% | $4,617+83.6% | $4,869+74.1% |
| Participant deferral / active EE | $5,190 | $6,343-18.2% | $5,984-13.3% | $5,287-1.8% |
| Admin fee / account holder | $2,394 | $9,817-75.6% | $8,357-71.4% | $10,133-76.4% |