Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $148,360 | $174,379-14.9% | $152,093-2.5% | $138,895+6.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.84% | 74.86%-59.0pp | 66.36%-50.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $10,644 | $4,652+128.8% | $4,175+155.0% | $4,194+153.8% |
| Participant deferral / active EE | $14,524 | $6,159+135.8% | $5,451+166.4% | $6,396+127.1% |
| Admin fee / account holder | $2,736 | $16,880-83.8% | $14,497-81.1% | $12,562-78.2% |