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 | $133,543 | $162,785-18.0% | $133,959-0.3% | $158,950-16.0% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 10.13% | 41.94%-31.8pp | 45.09%-35.0pp | 302.91%-292.8pp |
| Employer contribution / active EE | $3,108 | $4,975-37.5% | $3,919-20.7% | $4,762-34.7% |
| Participant deferral / active EE | $5,356 | $5,910-9.4% | $5,047+6.1% | $5,983-10.5% |
| Admin fee / account holder | $1,068 | $11,738-90.9% | $8,928-88.0% | $11,248-90.5% |