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 | $134,515 | $154,228-12.8% | $145,433-7.5% | $137,256-2.0% |
| Participation rate | 73.7% | 83.8%-10.1pp | 82.1%-8.4pp | 80.0%-6.3pp |
| Annual return | 13.22% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,823 | $4,804-62.1% | $4,554-60.0% | $4,156-56.1% |
| Participant deferral / active EE | $3,906 | $8,216-52.5% | $7,897-50.5% | $6,407-39.0% |
| Admin fee / account holder | $3,601 | $14,344-74.9% | $13,129-72.6% | $12,270-70.6% |