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 | $118,227 | $172,111-31.3% | $150,298-21.3% | $137,256-13.9% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 19.57% | 69.37%-49.8pp | 62.79%-43.2pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,340 | $4,636-49.5% | $4,154-43.7% | $4,156-43.7% |
| Participant deferral / active EE | $7,744 | $6,166+25.6% | $5,453+42.0% | $6,407+20.9% |
| Admin fee / account holder | $961 | $16,471-94.2% | $14,116-93.2% | $12,270-92.2% |