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 | $115,450 | $174,379-33.8% | $152,093-24.1% | $138,895-16.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.39% | 74.86%-61.5pp | 66.36%-53.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $5,717 | $4,652+22.9% | $4,175+36.9% | $4,194+36.3% |
| Participant deferral / active EE | $4,098 | $6,159-33.5% | $5,451-24.8% | $6,396-35.9% |
| Admin fee / account holder | $360 | $16,880-97.9% | $14,497-97.5% | $12,562-97.1% |