Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $126,989 | $104,694+21.3% | $85,709+48.2% | $167,536-24.2% |
| Participation rate | 94.7% | 76.4%+18.4pp | 69.9%+24.9pp | 82.1%+12.6pp |
| Annual return | 11.75% | 21.45%-9.7pp | 21.49%-9.7pp | 478.82%-467.1pp |
| Employer contribution / active EE | $3,771 | $3,337+13.0% | $2,619+44.0% | $4,839-22.1% |
| Participant deferral / active EE | $12,378 | $4,826+156.5% | $3,924+215.5% | $6,342+95.2% |
| Admin fee / account holder | $1,252 | $10,035-87.5% | $6,876-81.8% | $12,315-89.8% |