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 | $125,400 | $114,119+9.9% | $107,187+17.0% | $138,895-9.7% |
| Participation rate | 78.6% | 78.1%+0.5pp | 75.0%+3.6pp | 79.9%-1.3pp |
| Annual return | 17.12% | 273.21%-256.1pp | 204.55%-187.4pp | 145.39%-128.3pp |
| Employer contribution / active EE | $2,454 | $4,059-39.6% | $3,782-35.1% | $4,194-41.5% |
| Participant deferral / active EE | $8,313 | $5,538+50.1% | $5,096+63.1% | $6,396+30.0% |
| Admin fee / account holder | $2,630 | $10,024-73.8% | $9,162-71.3% | $12,562-79.1% |