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 | $135,503 | $154,228-12.1% | $145,433-6.8% | $137,256-1.3% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 12.71% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $8,444 | $4,804+75.8% | $4,554+85.4% | $4,156+103.2% |
| Participant deferral / active EE | $5,375 | $8,216-34.6% | $7,897-31.9% | $6,407-16.1% |
| Admin fee / account holder | $14,621 | $14,344+1.9% | $13,129+11.4% | $12,270+19.2% |