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 | $164,138 | $185,312-11.4% | $161,489+1.6% | $154,746+6.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.59% | 103.84%-87.3pp | 89.72%-73.1pp | 172.34%-155.7pp |
| Employer contribution / active EE | $9,924 | $4,769+108.1% | $4,268+132.5% | $4,379+126.6% |
| Participant deferral / active EE | $7,149 | $6,350+12.6% | $5,630+27.0% | $6,730+6.2% |
| Admin fee / account holder | $2,033 | $18,654-89.1% | $16,006-87.3% | $14,365-85.8% |