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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,648 | $112,933+14.8% | $90,970+42.5% | $158,982-18.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.33% | 215.82%-198.5pp | 134.60%-117.3pp | 302.99%-285.7pp |
| Employer contribution / active EE | $1,325 | $2,893-54.2% | $2,122-37.5% | $4,763-72.2% |
| Participant deferral / active EE | $6,794 | $4,128+64.6% | $3,373+101.4% | $5,983+13.6% |
| Admin fee / account holder | $2,495 | $8,047-69.0% | $5,961-58.1% | $11,252-77.8% |