Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $155,784 | $185,883-16.2% | $170,043-8.4% | $139,466+11.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.72% | 60.54%-43.8pp | 53.40%-36.7pp | 373.66%-356.9pp |
| Employer contribution / active EE | $3,130 | $7,596-58.8% | $6,790-53.9% | $4,754-34.2% |
| Participant deferral / active EE | $6,487 | $11,626-44.2% | $10,410-37.7% | $6,712-3.4% |
| Admin fee / account holder | $11,980 | $15,393-22.2% | $12,824-6.6% | $11,409+5.0% |