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 | $124,635 | $201,259-38.1% | $184,200-32.3% | $145,959-14.6% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 18.26% | 28.98%-10.7pp | 28.80%-10.5pp | 561.95%-543.7pp |
| Employer contribution / active EE | $5,055 | $7,018-28.0% | $6,424-21.3% | $4,661+8.5% |
| Participant deferral / active EE | $11,267 | $9,806+14.9% | $9,132+23.4% | $6,689+68.4% |
| Admin fee / account holder | $3,081 | $16,372-81.2% | $13,907-77.8% | $13,398-77.0% |