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 | $129,677 | $126,661+2.4% | $113,397+14.4% | $138,895-6.6% |
| Participation rate | 95.7% | 79.4%+16.2pp | 76.5%+19.2pp | 79.9%+15.7pp |
| Annual return | 14.51% | 25.05%-10.5pp | 23.20%-8.7pp | 145.39%-130.9pp |
| Employer contribution / active EE | $8,561 | $3,456+147.7% | $2,977+187.6% | $4,194+104.1% |
| Participant deferral / active EE | $7,470 | $5,693+31.2% | $5,076+47.2% | $6,396+16.8% |
| Admin fee / account holder | $11,172 | $14,549-23.2% | $11,957-6.6% | $12,562-11.1% |