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 | $196,398 | $110,379+77.9% | $102,412+91.8% | $145,884+34.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.89% | 24.84%-13.0pp | 24.94%-13.1pp | 551.85%-540.0pp |
| Employer contribution / active EE | $6,570 | $4,216+55.8% | $3,870+69.8% | $4,662+40.9% |
| Participant deferral / active EE | $6,141 | $5,622+9.2% | $5,060+21.4% | $6,690-8.2% |
| Admin fee / account holder | $1,265 | $9,745-87.0% | $8,388-84.9% | $13,392-90.6% |