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 | $147,388 | $217,432-32.2% | $185,851-20.7% | $167,553-12.0% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 17.58% | 148.43%-130.9pp | 122.11%-104.5pp | 478.89%-461.3pp |
| Employer contribution / active EE | $2,167 | $5,874-63.1% | $5,168-58.1% | $4,840-55.2% |
| Participant deferral / active EE | $6,993 | $6,357+10.0% | $5,569+25.6% | $6,343+10.2% |
| Admin fee / account holder | $998 | $19,820-95.0% | $16,245-93.9% | $12,316-91.9% |