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 | $129,554 | $165,399-21.7% | $149,745-13.5% | $158,982-18.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.65% | 348.34%-326.7pp | 276.72%-255.1pp | 302.99%-281.3pp |
| Employer contribution / active EE | $6,167 | $5,105+20.8% | $4,646+32.7% | $4,763+29.5% |
| Participant deferral / active EE | $3,396 | $7,183-52.7% | $6,843-50.4% | $5,983-43.2% |
| Admin fee / account holder | $315 | $10,811-97.1% | $9,312-96.6% | $11,252-97.2% |