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 | $143,461 | $232,540-38.3% | $185,117-22.5% | $147,586-2.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 19.23% | 43.03%-23.8pp | 40.50%-21.3pp | 578.59%-559.4pp |
| Employer contribution / active EE | $15,645 | $5,195+201.1% | $4,182+274.1% | $4,876+220.8% |
| Participant deferral / active EE | $9,649 | $5,834+65.4% | $5,045+91.3% | $5,439+77.4% |
| Admin fee / account holder | $5,466 | $10,275-46.8% | $8,159-33.0% | $10,886-49.8% |