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 | $115,349 | $135,956-15.2% | $123,894-6.9% | $273,972-57.9% |
| Participation rate | 73.3% | 84.1%-10.7pp | 81.4%-8.1pp | 83.0%-9.7pp |
| Annual return | 7.81% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,824 | $5,170-64.7% | $4,617-60.5% | $4,869-62.5% |
| Participant deferral / active EE | $5,134 | $6,343-19.1% | $5,984-14.2% | $5,287-2.9% |
| Admin fee / account holder | $1,753 | $9,817-82.1% | $8,357-79.0% | $10,133-82.7% |