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 | $140,427 | $165,399-15.1% | $149,745-6.2% | $158,982-11.7% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 11.70% | 348.34%-336.6pp | 276.72%-265.0pp | 302.99%-291.3pp |
| Employer contribution / active EE | $17,839 | $5,105+249.5% | $4,646+284.0% | $4,763+274.6% |
| Participant deferral / active EE | $2,438 | $7,183-66.1% | $6,843-64.4% | $5,983-59.3% |
| Admin fee / account holder | $5,915 | $10,811-45.3% | $9,312-36.5% | $11,252-47.4% |