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 | $126,157 | $77,920+61.9% | $149,723-15.7% | $75,177+67.8% |
| Participation rate | 74.3% | 65.6%+8.7pp | 78.8%-4.5pp | 67.2%+7.1pp |
| Annual return | 14.32% | 31.72%-17.4pp | 134.50%-120.2pp | 160.75%-146.4pp |
| Employer contribution / active EE | $2,660 | $3,138-15.2% | $4,821-44.8% | $2,671-0.4% |
| Participant deferral / active EE | $5,322 | $3,411+56.0% | $5,682-6.3% | $4,126+29.0% |
| Admin fee / account holder | $7,577 | $5,951+27.3% | $13,215-42.7% | $5,651+34.1% |