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 | $162,136-18.1% | $152,301-12.8% | $154,746-14.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.50% | 91.02%-76.5pp | 80.50%-66.0pp | 172.34%-157.8pp |
| Employer contribution / active EE | $4,145 | $4,890-15.2% | $4,624-10.4% | $4,379-5.3% |
| Participant deferral / active EE | $10,590 | $8,341+27.0% | $8,004+32.3% | $6,730+57.3% |
| Admin fee / account holder | $1,863 | $15,759-88.2% | $14,398-87.1% | $14,365-87.0% |