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 | $130,353 | $154,228-15.5% | $145,433-10.4% | $137,256-5.0% |
| Participation rate | 95.2% | 83.8%+11.4pp | 82.1%+13.1pp | 80.0%+15.3pp |
| Annual return | 14.03% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $4,716 | $4,804-1.8% | $4,554+3.5% | $4,156+13.5% |
| Participant deferral / active EE | $12,128 | $8,216+47.6% | $7,897+53.6% | $6,407+89.3% |
| Admin fee / account holder | $29,536 | $14,344+105.9% | $13,129+125.0% | $12,270+140.7% |