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 | $133,503 | $156,398-14.6% | $147,318-9.4% | $138,895-3.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 26.46% | 78.75%-52.3pp | 70.43%-44.0pp | 145.39%-118.9pp |
| Employer contribution / active EE | $2,150 | $4,853-55.7% | $4,593-53.2% | $4,194-48.7% |
| Participant deferral / active EE | $5,336 | $8,237-35.2% | $7,906-32.5% | $6,396-16.6% |
| Admin fee / account holder | $1,604 | $14,976-89.3% | $13,708-88.3% | $12,562-87.2% |