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 | $128,751 | $162,136-20.6% | $152,301-15.5% | $154,746-16.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 19.10% | 91.02%-71.9pp | 80.50%-61.4pp | 172.34%-153.2pp |
| Employer contribution / active EE | $3,546 | $4,890-27.5% | $4,624-23.3% | $4,379-19.0% |
| Participant deferral / active EE | $12,204 | $8,341+46.3% | $8,004+52.5% | $6,730+81.3% |
| Admin fee / account holder | $755 | $15,759-95.2% | $14,398-94.8% | $14,365-94.7% |