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 | $127,616 | $165,381-22.8% | $149,730-14.8% | $158,966-19.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.03% | 348.29%-333.3pp | 276.70%-261.7pp | 302.95%-287.9pp |
| Employer contribution / active EE | $1,479 | $5,104-71.0% | $4,645-68.2% | $4,762-69.0% |
| Participant deferral / active EE | $10,453 | $7,182+45.5% | $6,843+52.8% | $5,983+74.7% |
| Admin fee / account holder | $816 | $10,809-92.5% | $9,310-91.2% | $11,250-92.7% |