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 | $144,245 | $148,623-2.9% | $135,974+6.1% | $139,466+3.4% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 19.61% | 79.30%-59.7pp | 68.30%-48.7pp | 373.66%-354.1pp |
| Employer contribution / active EE | $8,505 | $5,246+62.1% | $4,859+75.0% | $4,754+78.9% |
| Participant deferral / active EE | $6,919 | $8,103-14.6% | $7,760-10.8% | $6,712+3.1% |
| Admin fee / account holder | $1,367 | $12,406-89.0% | $10,767-87.3% | $11,409-88.0% |