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 | $122,553 | $157,296-22.1% | $141,191-13.2% | $152,897-19.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 20.89% | 64.34%-43.5pp | 71.41%-50.5pp | 345.43%-324.5pp |
| Employer contribution / active EE | $3,422 | $5,262-35.0% | $4,736-27.7% | $4,764-28.2% |
| Participant deferral / active EE | $4,162 | $7,111-41.5% | $6,710-38.0% | $5,851-28.9% |
| Admin fee / account holder | $12,037 | $12,125-0.7% | $10,264+17.3% | $11,599+3.8% |