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 | $174,291 | $185,312-5.9% | $161,489+7.9% | $154,746+12.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.77% | 103.84%-90.1pp | 89.72%-76.0pp | 172.34%-158.6pp |
| Employer contribution / active EE | $10,757 | $4,769+125.5% | $4,268+152.0% | $4,379+145.6% |
| Participant deferral / active EE | $5,832 | $6,350-8.2% | $5,630+3.6% | $6,730-13.3% |
| Admin fee / account holder | $1,887 | $18,654-89.9% | $16,006-88.2% | $14,365-86.9% |