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 | $161,355 | $202,440-20.3% | $169,390-4.7% | $139,466+15.7% |
| Participation rate | 88.9% | 81.1%+7.8pp | 77.2%+11.7pp | 80.3%+8.6pp |
| Annual return | 16.07% | 532.36%-516.3pp | 406.07%-390.0pp | 373.66%-357.6pp |
| Employer contribution / active EE | $2,769 | $4,693-41.0% | $4,013-31.0% | $4,754-41.8% |
| Participant deferral / active EE | $5,034 | $6,940-27.5% | $6,222-19.1% | $6,712-25.0% |
| Admin fee / account holder | $1,832 | $10,722-82.9% | $9,015-79.7% | $11,409-83.9% |