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 | $112,776 | $172,111-34.5% | $150,298-25.0% | $137,256-17.8% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 15.13% | 69.37%-54.2pp | 62.79%-47.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,579 | $4,636-44.4% | $4,154-37.9% | $4,156-37.9% |
| Participant deferral / active EE | $3,767 | $6,166-38.9% | $5,453-30.9% | $6,407-41.2% |
| Admin fee / account holder | $7,351 | $16,471-55.4% | $14,116-47.9% | $12,270-40.1% |