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 | $133,333 | $91,559+45.6% | $133,971-0.5% | $79,852+67.0% |
| Participation rate | 84.3% | 73.3%+11.0pp | 79.8%+4.5pp | 69.6%+14.7pp |
| Annual return | 14.22% | 61.85%-47.6pp | 45.09%-30.9pp | 31.72%-17.5pp |
| Employer contribution / active EE | $3,137 | $2,384+31.6% | $3,919-19.9% | $2,471+27.0% |
| Participant deferral / active EE | $6,117 | $3,734+63.8% | $5,047+21.2% | $3,740+63.5% |
| Admin fee / account holder | $5,046 | $6,321-20.2% | $8,929-43.5% | $5,306-4.9% |