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 | $151,109 | $113,338+33.3% | $94,993+59.1% | $147,585+2.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 10.19% | 20.80%-10.6pp | 27.14%-17.0pp | 578.58%-568.4pp |
| Employer contribution / active EE | $5,040 | $3,160+59.5% | $2,603+93.6% | $4,876+3.4% |
| Participant deferral / active EE | $5,012 | $3,777+32.7% | $3,317+51.1% | $5,439-7.8% |
| Admin fee / account holder | $324 | $6,063-94.7% | $4,960-93.5% | $10,886-97.0% |