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 | $147,878 | $110,248+34.1% | $95,728+54.5% | $139,456+6.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.83% | 27.16%-16.3pp | 28.40%-17.6pp | 373.45%-362.6pp |
| Employer contribution / active EE | $1,866 | $3,258-42.7% | $2,835-34.2% | $4,753-60.7% |
| Participant deferral / active EE | $10,050 | $4,675+115.0% | $4,245+136.8% | $6,711+49.8% |
| Admin fee / account holder | $2,560 | $6,607-61.3% | $5,673-54.9% | $11,407-77.6% |