Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $163,393 | $183,592-11.0% | $155,574+5.0% | $145,877+12.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 25.91% | 61.37%-35.5pp | 64.87%-39.0pp | 551.28%-525.4pp |
| Employer contribution / active EE | $1,274 | $5,317-76.0% | $4,676-72.7% | $4,663-72.7% |
| Participant deferral / active EE | $2,983 | $6,466-53.9% | $5,629-47.0% | $6,691-55.4% |
| Admin fee / account holder | $1,277 | $19,316-93.4% | $15,914-92.0% | $13,402-90.5% |