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 | $134,271 | $135,956-1.2% | $123,894+8.4% | $273,972-51.0% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 8.58% | 56.63%-48.0pp | 47.52%-38.9pp | 41.46%-32.9pp |
| Employer contribution / active EE | $3,429 | $5,170-33.7% | $4,617-25.7% | $4,869-29.6% |
| Participant deferral / active EE | $12,508 | $6,343+97.2% | $5,984+109.0% | $5,287+136.6% |
| Admin fee / account holder | $7,620 | $9,817-22.4% | $8,357-8.8% | $10,133-24.8% |