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 | $129,375 | $165,399-21.8% | $149,745-13.6% | $158,982-18.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.68% | 348.34%-332.7pp | 276.72%-261.0pp | 302.99%-287.3pp |
| Employer contribution / active EE | $6,774 | $5,105+32.7% | $4,646+45.8% | $4,763+42.2% |
| Participant deferral / active EE | $4,787 | $7,183-33.4% | $6,843-30.0% | $5,983-20.0% |
| Admin fee / account holder | $4,605 | $10,811-57.4% | $9,312-50.5% | $11,252-59.1% |