Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $123,475 | $124,980-1.2% | $108,359+13.9% | $154,746-20.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 16.90% | 45.00%-28.1pp | 36.89%-20.0pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,495 | $2,851-47.5% | $2,399-37.7% | $4,379-65.9% |
| Participant deferral / active EE | $10,176 | $4,743+114.6% | $4,137+146.0% | $6,730+51.2% |
| Admin fee / account holder | $8,263 | $11,502-28.2% | $9,741-15.2% | $14,365-42.5% |