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 | $124,287 | $112,729+10.3% | $98,716+25.9% | $137,256-9.4% |
| Participation rate | 86.7% | 74.2%+12.4pp | 69.3%+17.4pp | 80.0%+6.7pp |
| Annual return | 15.28% | 38.48%-23.2pp | 31.81%-16.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,141 | $2,725-21.4% | $2,279-6.0% | $4,156-48.5% |
| Participant deferral / active EE | $5,205 | $4,640+12.2% | $4,048+28.6% | $6,407-18.8% |
| Admin fee / account holder | $1,775 | $10,129-82.5% | $8,703-79.6% | $12,270-85.5% |