Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $145,223 | $123,155+17.9% | $108,753+33.5% | $155,188-6.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 18.52% | 44.73%-26.2pp | 37.47%-19.0pp | 148.84%-130.3pp |
| Employer contribution / active EE | $7,893 | $2,811+180.8% | $2,427+225.3% | $4,248+85.8% |
| Participant deferral / active EE | $19,542 | $4,623+322.7% | $4,115+374.9% | $6,531+199.2% |
| Admin fee / account holder | $540 | $12,126-95.5% | $10,320-94.8% | $14,480-96.3% |