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 | $141,738 | $196,972-28.0% | $182,262-22.2% | $198,609-28.6% |
| Participation rate | 94.4% | 85.7%+8.7pp | 84.2%+10.2pp | 82.4%+12.1pp |
| Annual return | 16.22% | 158.27%-142.1pp | 140.60%-124.4pp | 202.70%-186.5pp |
| Employer contribution / active EE | $3,039 | $5,364-43.3% | $5,046-39.8% | $5,055-39.9% |
| Participant deferral / active EE | $8,302 | $8,643-3.9% | $8,276+0.3% | $6,977+19.0% |
| Admin fee / account holder | $1,302 | $18,429-92.9% | $16,712-92.2% | $19,030-93.2% |