Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $109,216 | $110,410-1.1% | $102,437+6.6% | $145,897-25.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.60% | 24.85%-11.3pp | 24.95%-11.4pp | 552.29%-538.7pp |
| Employer contribution / active EE | $16,527 | $4,217+291.9% | $3,871+327.0% | $4,663+254.5% |
| Participant deferral / active EE | $15,092 | $5,622+168.5% | $5,060+198.3% | $6,689+125.6% |
| Admin fee / account holder | $4,152 | $9,745-57.4% | $8,388-50.5% | $13,390-69.0% |