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 | $130,104 | $111,814+16.4% | $103,374+25.9% | $145,959-10.9% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 10.68% | 24.77%-14.1pp | 24.89%-14.2pp | 561.95%-551.3pp |
| Employer contribution / active EE | $3,654 | $4,214-13.3% | $3,869-5.6% | $4,661-21.6% |
| Participant deferral / active EE | $5,550 | $5,618-1.2% | $5,058+9.7% | $6,689-17.0% |
| Admin fee / account holder | $12,186 | $9,754+24.9% | $8,394+45.2% | $13,398-9.0% |