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 | $149,656 | $183,592-18.5% | $155,574-3.8% | $145,877+2.6% |
| Participation rate | 81.0% | 82.7%-1.7pp | 78.2%+2.7pp | 80.3%+0.7pp |
| Annual return | 11.58% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,767 | $5,317-47.9% | $4,676-40.8% | $4,663-40.6% |
| Participant deferral / active EE | $7,364 | $6,466+13.9% | $5,629+30.8% | $6,691+10.1% |
| Admin fee / account holder | $5,139 | $19,316-73.4% | $15,914-67.7% | $13,402-61.7% |