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 | $143,193 | $110,303+29.8% | $95,759+49.5% | $139,487+2.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.67% | 27.19%-10.5pp | 28.42%-11.8pp | 373.84%-357.2pp |
| Employer contribution / active EE | $4,409 | $3,261+35.2% | $2,836+55.4% | $4,755-7.3% |
| Participant deferral / active EE | $17,919 | $4,674+283.3% | $4,244+322.2% | $6,713+166.9% |
| Admin fee / account holder | $1,080 | $6,615-83.7% | $5,678-81.0% | $11,407-90.5% |