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 | $130,889 | $183,592-28.7% | $155,567-15.9% | $145,959-10.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.61% | 61.24%-46.6pp | 64.74%-50.1pp | 561.95%-547.3pp |
| Employer contribution / active EE | $3,299 | $5,315-37.9% | $4,674-29.4% | $4,661-29.2% |
| Participant deferral / active EE | $9,558 | $6,464+47.9% | $5,628+69.8% | $6,689+42.9% |
| Admin fee / account holder | $1,625 | $19,318-91.6% | $15,916-89.8% | $13,398-87.9% |