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 | $149,284 | $162,136-7.9% | $152,301-2.0% | $154,746-3.5% |
| Participation rate | 76.5% | 84.1%-7.6pp | 82.4%-6.0pp | 80.7%-4.2pp |
| Annual return | 13.16% | 91.02%-77.9pp | 80.50%-67.3pp | 172.34%-159.2pp |
| Employer contribution / active EE | $8,502 | $4,890+73.9% | $4,624+83.9% | $4,379+94.2% |
| Participant deferral / active EE | $10,792 | $8,341+29.4% | $8,004+34.8% | $6,730+60.3% |
| Admin fee / account holder | $2,764 | $15,759-82.5% | $14,398-80.8% | $14,365-80.8% |