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 | $175,041 | $165,361+5.9% | $149,715+16.9% | $158,950+10.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.74% | 348.24%-337.5pp | 276.66%-265.9pp | 302.91%-292.2pp |
| Employer contribution / active EE | $4,111 | $5,103-19.5% | $4,645-11.5% | $4,762-13.7% |
| Participant deferral / active EE | $17,333 | $7,182+141.4% | $6,842+153.3% | $5,983+189.7% |
| Admin fee / account holder | $663 | $10,808-93.9% | $9,310-92.9% | $11,248-94.1% |