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 | $142,659 | $176,105-19.0% | $159,474-10.5% | $167,536-14.8% |
| Participation rate | 86.7% | 85.0%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 11.56% | 331.91%-320.4pp | 263.68%-252.1pp | 478.82%-467.3pp |
| Employer contribution / active EE | $5,595 | $5,299+5.6% | $4,831+15.8% | $4,839+15.6% |
| Participant deferral / active EE | $4,258 | $7,751-45.1% | $7,353-42.1% | $6,342-32.9% |
| Admin fee / account holder | $12,584 | $12,559+0.2% | $10,802+16.5% | $12,315+2.2% |