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 | $167,997 | $165,361+1.6% | $149,715+12.2% | $158,950+5.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.61% | 348.24%-332.6pp | 276.66%-261.1pp | 302.91%-287.3pp |
| Employer contribution / active EE | $4,165 | $5,103-18.4% | $4,645-10.3% | $4,762-12.5% |
| Participant deferral / active EE | $10,925 | $7,182+52.1% | $6,842+59.7% | $5,983+82.6% |
| Admin fee / account holder | $1,665 | $10,808-84.6% | $9,310-82.1% | $11,248-85.2% |