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 | $117,993 | $117,895+0.1% | $102,460+15.2% | $145,897-19.1% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 12.85% | 31.92%-19.1pp | 29.47%-16.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $3,093 | $3,619-14.5% | $3,025+2.2% | $4,663-33.7% |
| Participant deferral / active EE | $8,589 | $5,736+49.7% | $5,056+69.9% | $6,689+28.4% |
| Admin fee / account holder | $17,396 | $13,353+30.3% | $9,460+83.9% | $13,390+29.9% |