Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $138,879 | $178,174-22.1% | $156,181-11.1% | $137,256+1.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 17.74% | 84.19%-66.5pp | 64.87%-47.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,215 | $4,972-35.3% | $4,294-25.1% | $4,156-22.6% |
| Participant deferral / active EE | $5,211 | $6,888-24.3% | $6,132-15.0% | $6,407-18.7% |
| Admin fee / account holder | $871 | $17,404-95.0% | $14,586-94.0% | $12,270-92.9% |