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 | $131,258 | $117,859+11.4% | $102,438+28.1% | $145,959-10.1% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 13.92% | 31.72%-17.8pp | 29.37%-15.5pp | 561.95%-548.0pp |
| Employer contribution / active EE | $2,443 | $3,615-32.4% | $3,024-19.2% | $4,661-47.6% |
| Participant deferral / active EE | $4,465 | $5,732-22.1% | $5,054-11.6% | $6,689-33.2% |
| Admin fee / account holder | $3,055 | $13,318-77.1% | $9,448-67.7% | $13,398-77.2% |