Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $140,219 | $181,062-22.6% | $158,223-11.4% | $155,188-9.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.42% | 57.39%-40.0pp | 52.09%-34.7pp | 148.84%-131.4pp |
| Employer contribution / active EE | $9,526 | $4,565+108.7% | $4,109+131.8% | $4,248+124.3% |
| Participant deferral / active EE | $10,507 | $6,134+71.3% | $5,467+92.2% | $6,531+60.9% |
| Admin fee / account holder | $4,398 | $18,825-76.6% | $16,047-72.6% | $14,480-69.6% |