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 | $115,315 | $157,276-26.7% | $141,177-18.3% | $152,885-24.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.50% | 64.33%-43.8pp | 71.40%-50.9pp | 345.39%-324.9pp |
| Employer contribution / active EE | $4,035 | $5,262-23.3% | $4,736-14.8% | $4,763-15.3% |
| Participant deferral / active EE | $11,502 | $7,110+61.8% | $6,710+71.4% | $5,851+96.6% |
| Admin fee / account holder | $444 | $12,123-96.3% | $10,263-95.7% | $11,598-96.2% |