Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $133,297 | $107,809+23.6% | $97,032+37.4% | $155,188-14.1% |
| Participation rate | 75.0% | 75.5%-0.5pp | 71.6%+3.4pp | 80.8%-5.8pp |
| Annual return | 20.05% | 38.06%-18.0pp | 35.38%-15.3pp | 148.84%-128.8pp |
| Employer contribution / active EE | $7,722 | $2,911+165.3% | $2,629+193.8% | $4,248+81.8% |
| Participant deferral / active EE | $10,917 | $5,129+112.8% | $4,672+133.6% | $6,531+67.1% |
| Admin fee / account holder | $4,279 | $10,717-60.1% | $9,418-54.6% | $14,480-70.5% |