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 | $129,644 | $155,555-16.7% | $146,866-11.7% | $155,188-16.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 13.86% | 115.41%-101.6pp | 102.85%-89.0pp | 148.84%-135.0pp |
| Employer contribution / active EE | $1,133 | $4,647-75.6% | $4,425-74.4% | $4,248-73.3% |
| Participant deferral / active EE | $3,932 | $8,044-51.1% | $7,759-49.3% | $6,531-39.8% |
| Admin fee / account holder | $8,593 | $14,755-41.8% | $13,620-36.9% | $14,480-40.7% |