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 | $206,007 | $127,296+61.8% | $109,907+87.4% | $167,536+23.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 12.32% | 22.97%-10.7pp | 29.46%-17.1pp | 478.82%-466.5pp |
| Employer contribution / active EE | $7,314 | $3,325+120.0% | $2,844+157.2% | $4,839+51.2% |
| Participant deferral / active EE | $4,875 | $4,513+8.0% | $4,047+20.5% | $6,342-23.1% |
| Admin fee / account holder | $558 | $7,119-92.2% | $6,069-90.8% | $12,315-95.5% |