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 | $162,200 | $227,291-28.6% | $214,702-24.5% | $155,188+4.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 13.08% | 60.08%-47.0pp | 54.55%-41.5pp | 148.84%-135.8pp |
| Employer contribution / active EE | $1,714 | $6,772-74.7% | $6,461-73.5% | $4,248-59.7% |
| Participant deferral / active EE | $5,871 | $9,582-38.7% | $9,147-35.8% | $6,531-10.1% |
| Admin fee / account holder | $25,787 | $20,413+26.3% | $19,830+30.0% | $14,480+78.1% |