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 | $122,275 | $176,120-30.6% | $159,487-23.3% | $167,553-27.0% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 10.67% | 331.95%-321.3pp | 263.71%-253.0pp | 478.89%-468.2pp |
| Employer contribution / active EE | $5,391 | $5,299+1.7% | $4,831+11.6% | $4,840+11.4% |
| Participant deferral / active EE | $8,863 | $7,752+14.3% | $7,354+20.5% | $6,343+39.7% |
| Admin fee / account holder | $470 | $12,561-96.3% | $10,804-95.6% | $12,316-96.2% |