Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $123,082 | $172,111-28.5% | $150,298-18.1% | $137,256-10.3% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 12.11% | 69.37%-57.3pp | 62.79%-50.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $11,605 | $4,636+150.3% | $4,154+179.4% | $4,156+179.2% |
| Participant deferral / active EE | $4,309 | $6,166-30.1% | $5,453-21.0% | $6,407-32.7% |
| Admin fee / account holder | $344 | $16,471-97.9% | $14,116-97.6% | $12,270-97.2% |