Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $146,876 | $162,136-9.4% | $152,301-3.6% | $154,746-5.1% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 18.18% | 91.02%-72.8pp | 80.50%-62.3pp | 172.34%-154.2pp |
| Employer contribution / active EE | $10,162 | $4,890+107.8% | $4,624+119.7% | $4,379+132.1% |
| Participant deferral / active EE | $5,961 | $8,341-28.5% | $8,004-25.5% | $6,730-11.4% |
| Admin fee / account holder | $1,328 | $15,759-91.6% | $14,398-90.8% | $14,365-90.8% |