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 | $126,168 | $165,361-23.7% | $149,715-15.7% | $158,950-20.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.12% | 348.24%-334.1pp | 276.66%-262.5pp | 302.91%-288.8pp |
| Employer contribution / active EE | $924 | $5,103-81.9% | $4,645-80.1% | $4,762-80.6% |
| Participant deferral / active EE | $4,182 | $7,182-41.8% | $6,842-38.9% | $5,983-30.1% |
| Admin fee / account holder | $5,338 | $10,808-50.6% | $9,310-42.7% | $11,248-52.5% |