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 | $143,640 | $166,268-13.6% | $165,100-13.0% | $145,897-1.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 12.24% | 100.52%-88.3pp | 70.21%-58.0pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,769 | $5,284-66.5% | $4,348-59.3% | $4,663-62.1% |
| Participant deferral / active EE | $2,304 | $6,964-66.9% | $6,035-61.8% | $6,689-65.6% |
| Admin fee / account holder | $1,605 | $16,659-90.4% | $12,696-87.4% | $13,390-88.0% |