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 | $150,532 | $154,228-2.4% | $145,433+3.5% | $137,256+9.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.99% | 74.59%-50.6pp | 66.58%-42.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $3,289 | $4,804-31.5% | $4,554-27.8% | $4,156-20.9% |
| Participant deferral / active EE | $14,301 | $8,216+74.1% | $7,897+81.1% | $6,407+123.2% |
| Admin fee / account holder | $4,109 | $14,344-71.4% | $13,129-68.7% | $12,270-66.5% |