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 | $133,321 | $165,399-19.4% | $149,745-11.0% | $158,982-16.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.91% | 348.34%-338.4pp | 276.72%-266.8pp | 302.99%-293.1pp |
| Employer contribution / active EE | $4,981 | $5,105-2.4% | $4,646+7.2% | $4,763+4.6% |
| Participant deferral / active EE | $6,527 | $7,183-9.1% | $6,843-4.6% | $5,983+9.1% |
| Admin fee / account holder | $14,106 | $10,811+30.5% | $9,312+51.5% | $11,252+25.4% |