Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $132,804 | $196,972-32.6% | $182,262-27.1% | $198,609-33.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.50% | 158.27%-143.8pp | 140.60%-126.1pp | 202.70%-188.2pp |
| Employer contribution / active EE | $4,145 | $5,364-22.7% | $5,046-17.8% | $5,055-18.0% |
| Participant deferral / active EE | $10,590 | $8,643+22.5% | $8,276+28.0% | $6,977+51.8% |
| Admin fee / account holder | $1,863 | $18,429-89.9% | $16,712-88.9% | $19,030-90.2% |