Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $141,962 | $148,623-4.5% | $135,974+4.4% | $139,466+1.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.55% | 79.30%-66.7pp | 68.30%-55.8pp | 373.66%-361.1pp |
| Employer contribution / active EE | $1,233 | $5,246-76.5% | $4,859-74.6% | $4,754-74.1% |
| Participant deferral / active EE | $22,562 | $8,103+178.5% | $7,760+190.8% | $6,712+236.2% |
| Admin fee / account holder | $11,483 | $12,406-7.4% | $10,767+6.7% | $11,409+0.6% |