Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $140,405 | $209,336-32.9% | $197,124-28.8% | $137,256+2.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.21% | 48.09%-27.9pp | 44.34%-24.1pp | 220.34%-200.1pp |
| Employer contribution / active EE | $4,543 | $6,591-31.1% | $6,227-27.1% | $4,156+9.3% |
| Participant deferral / active EE | $9,574 | $9,614-0.4% | $9,135+4.8% | $6,407+49.4% |
| Admin fee / account holder | $8,267 | $17,308-52.2% | $16,298-49.3% | $12,270-32.6% |