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 | $135,849 | $156,398-13.1% | $147,318-7.8% | $138,895-2.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.71% | 78.75%-55.0pp | 70.43%-46.7pp | 145.39%-121.7pp |
| Employer contribution / active EE | $4,993 | $4,853+2.9% | $4,593+8.7% | $4,194+19.0% |
| Participant deferral / active EE | $10,196 | $8,237+23.8% | $7,906+29.0% | $6,396+59.4% |
| Admin fee / account holder | $8,447 | $14,976-43.6% | $13,708-38.4% | $12,562-32.8% |