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 | $124,717 | $135,956-8.3% | $123,894+0.7% | $273,972-54.5% |
| Participation rate | 82.4% | 84.1%-1.7pp | 81.4%+0.9pp | 83.0%-0.7pp |
| Annual return | 8.64% | 56.63%-48.0pp | 47.52%-38.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $4,127 | $5,170-20.2% | $4,617-10.6% | $4,869-15.2% |
| Participant deferral / active EE | $8,562 | $6,343+35.0% | $5,984+43.1% | $5,287+61.9% |
| Admin fee / account holder | $23,768 | $9,817+142.1% | $8,357+184.4% | $10,133+134.6% |