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 | $152,829 | $165,399-7.6% | $149,745+2.1% | $158,982-3.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.40% | 348.34%-330.9pp | 276.72%-259.3pp | 302.99%-285.6pp |
| Employer contribution / active EE | $4,302 | $5,105-15.7% | $4,646-7.4% | $4,763-9.7% |
| Participant deferral / active EE | $14,289 | $7,183+98.9% | $6,843+108.8% | $5,983+138.8% |
| Admin fee / account holder | $8,966 | $10,811-17.1% | $9,312-3.7% | $11,252-20.3% |