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 | $147,972 | $157,296-5.9% | $141,191+4.8% | $152,897-3.2% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | 14.60% | 64.34%-49.7pp | 71.41%-56.8pp | 345.43%-330.8pp |
| Employer contribution / active EE | $1,570 | $5,262-70.2% | $4,736-66.8% | $4,764-67.0% |
| Participant deferral / active EE | $10,680 | $7,111+50.2% | $6,710+59.2% | $5,851+82.5% |
| Admin fee / account holder | $1,228 | $12,125-89.9% | $10,264-88.0% | $11,599-89.4% |