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 | $140,924 | $156,398-9.9% | $147,318-4.3% | $138,895+1.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 45.96% | 78.75%-32.8pp | 70.43%-24.5pp | 145.39%-99.4pp |
| Employer contribution / active EE | $4,053 | $4,853-16.5% | $4,593-11.7% | $4,194-3.4% |
| Participant deferral / active EE | $4,862 | $8,237-41.0% | $7,906-38.5% | $6,396-24.0% |
| Admin fee / account holder | $317 | $14,976-97.9% | $13,708-97.7% | $12,562-97.5% |