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 | $157,304-7.9% | $141,197+2.7% | $152,909-5.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 21.80% | 64.34%-42.5pp | 71.41%-49.6pp | 345.46%-323.7pp |
| Employer contribution / active EE | $19,661 | $5,263+273.6% | $4,736+315.1% | $4,764+312.7% |
| Participant deferral / active EE | $9,525 | $7,111+33.9% | $6,710+41.9% | $5,851+62.8% |
| Admin fee / account holder | $10,013 | $12,126-17.4% | $10,265-2.4% | $11,601-13.7% |