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 | $116,293 | $156,616-25.7% | $133,346-12.8% | $198,609-41.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 15.07% | 44.25%-29.2pp | 36.85%-21.8pp | 202.70%-187.6pp |
| Employer contribution / active EE | $6,991 | $3,368+107.6% | $2,853+145.0% | $5,055+38.3% |
| Participant deferral / active EE | $2,633 | $4,920-46.5% | $4,332-39.2% | $6,977-62.3% |
| Admin fee / account holder | $527 | $17,468-97.0% | $14,264-96.3% | $19,030-97.2% |