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 | $142,958 | $114,119+25.3% | $107,187+33.4% | $138,895+2.9% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 17.07% | 273.21%-256.1pp | 204.55%-187.5pp | 145.39%-128.3pp |
| Employer contribution / active EE | $22,536 | $4,059+455.2% | $3,782+495.8% | $4,194+437.3% |
| Participant deferral / active EE | $6,821 | $5,538+23.2% | $5,096+33.8% | $6,396+6.6% |
| Admin fee / account holder | $977 | $10,024-90.3% | $9,162-89.3% | $12,562-92.2% |