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 | $130,947 | $183,516-28.6% | $155,534-15.8% | $145,884-10.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.93% | 61.43%-46.5pp | 64.92%-50.0pp | 551.85%-536.9pp |
| Employer contribution / active EE | $2,237 | $5,315-57.9% | $4,675-52.1% | $4,662-52.0% |
| Participant deferral / active EE | $7,695 | $6,467+19.0% | $5,630+36.7% | $6,690+15.0% |
| Admin fee / account holder | $1,369 | $19,293-92.9% | $15,900-91.4% | $13,392-89.8% |