Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $130,646 | $197,603-33.9% | $177,827-26.5% | $158,950-17.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 15.51% | 58.76%-43.2pp | 48.32%-32.8pp | 302.91%-287.4pp |
| Employer contribution / active EE | $5,138 | $6,698-23.3% | $5,918-13.2% | $4,762+7.9% |
| Participant deferral / active EE | $7,486 | $8,404-10.9% | $7,713-2.9% | $5,983+25.1% |
| Admin fee / account holder | $2,949 | $15,402-80.9% | $12,429-76.3% | $11,248-73.8% |