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 | $144,951 | $157,276-7.8% | $141,177+2.7% | $152,885-5.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 21.80% | 64.33%-42.5pp | 71.40%-49.6pp | 345.39%-323.6pp |
| Employer contribution / active EE | $19,661 | $5,262+273.7% | $4,736+315.2% | $4,763+312.8% |
| Participant deferral / active EE | $9,525 | $7,110+34.0% | $6,710+42.0% | $5,851+62.8% |
| Admin fee / account holder | $10,013 | $12,123-17.4% | $10,263-2.4% | $11,598-13.7% |