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 | $150,708 | $104,694+44.0% | $85,709+75.8% | $167,536-10.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 17.61% | 21.45%-3.8pp | 21.49%-3.9pp | 478.82%-461.2pp |
| Employer contribution / active EE | $6,627 | $3,337+98.6% | $2,619+153.1% | $4,839+37.0% |
| Participant deferral / active EE | $8,482 | $4,826+75.8% | $3,924+116.2% | $6,342+33.7% |
| Admin fee / account holder | $6,069 | $10,035-39.5% | $6,876-11.7% | $12,315-50.7% |