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 | $133,180 | $183,516-27.4% | $155,534-14.4% | $145,884-8.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.07% | 61.43%-51.4pp | 64.92%-54.8pp | 551.85%-541.8pp |
| Employer contribution / active EE | $3,999 | $5,315-24.8% | $4,675-14.5% | $4,662-14.2% |
| Participant deferral / active EE | $12,415 | $6,467+92.0% | $5,630+120.5% | $6,690+85.6% |
| Admin fee / account holder | $24,220 | $19,293+25.5% | $15,900+52.3% | $13,392+80.9% |