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 | $158,299 | $160,028-1.1% | $147,080+7.6% | $145,884+8.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 16.98% | 98.60%-81.6pp | 420.17%-403.2pp | 551.85%-534.9pp |
| Employer contribution / active EE | $3,364 | $5,286-36.4% | $4,933-31.8% | $4,662-27.8% |
| Participant deferral / active EE | $8,114 | $8,422-3.7% | $8,066+0.6% | $6,690+21.3% |
| Admin fee / account holder | $14,840 | $15,030-1.3% | $12,989+14.2% | $13,392+10.8% |