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 | $125,329 | $156,398-19.9% | $147,318-14.9% | $138,895-9.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.05% | 78.75%-57.7pp | 70.43%-49.4pp | 145.39%-124.3pp |
| Employer contribution / active EE | $5,976 | $4,853+23.1% | $4,593+30.1% | $4,194+42.5% |
| Participant deferral / active EE | $6,929 | $8,237-15.9% | $7,906-12.4% | $6,396+8.3% |
| Admin fee / account holder | $2,575 | $14,976-82.8% | $13,708-81.2% | $12,562-79.5% |