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 | $137,304 | $135,956+1.0% | $123,894+10.8% | $273,972-49.9% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 4.75% | 56.63%-51.9pp | 47.52%-42.8pp | 41.46%-36.7pp |
| Employer contribution / active EE | $17,042 | $5,170+229.6% | $4,617+269.1% | $4,869+250.0% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $983 | $9,817-90.0% | $8,357-88.2% | $10,133-90.3% |