Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $144,220 | $148,623-3.0% | $135,974+6.1% | $139,466+3.4% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 21.20% | 79.30%-58.1pp | 68.30%-47.1pp | 373.66%-352.5pp |
| Employer contribution / active EE | $10,000 | $5,246+90.6% | $4,859+105.8% | $4,754+110.4% |
| Participant deferral / active EE | $10,134 | $8,103+25.1% | $7,760+30.6% | $6,712+51.0% |
| Admin fee / account holder | $2,158 | $12,406-82.6% | $10,767-80.0% | $11,409-81.1% |