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 | $146,681 | $152,612-3.9% | $125,192+17.2% | $152,897-4.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.91% | 54.85%-31.9pp | 43.79%-20.9pp | 345.43%-322.5pp |
| Employer contribution / active EE | $2,979 | $4,947-39.8% | $3,866-22.9% | $4,764-37.5% |
| Participant deferral / active EE | $7,083 | $5,868+20.7% | $4,937+43.5% | $5,851+21.1% |
| Admin fee / account holder | $1,293 | $13,437-90.4% | $9,704-86.7% | $11,599-88.9% |