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 | $147,883 | $183,592-19.4% | $155,574-4.9% | $145,877+1.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.76% | 61.37%-44.6pp | 64.87%-48.1pp | 551.28%-534.5pp |
| Employer contribution / active EE | $14,772 | $5,317+177.8% | $4,676+215.9% | $4,663+216.8% |
| Participant deferral / active EE | $13,119 | $6,466+102.9% | $5,629+133.0% | $6,691+96.1% |
| Admin fee / account holder | $13,864 | $19,316-28.2% | $15,914-12.9% | $13,402+3.4% |