Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $121,598 | $156,616-22.4% | $133,346-8.8% | $198,609-38.8% |
| Participation rate | 90.9% | 77.7%+13.2pp | 72.8%+18.1pp | 82.4%+8.5pp |
| Annual return | 5.69% | 44.25%-38.6pp | 36.85%-31.2pp | 202.70%-197.0pp |
| Employer contribution / active EE | $13,402 | $3,368+297.9% | $2,853+369.7% | $5,055+165.1% |
| Participant deferral / active EE | $5,186 | $4,920+5.4% | $4,332+19.7% | $6,977-25.7% |
| Admin fee / account holder | $2,040 | $17,468-88.3% | $14,264-85.7% | $19,030-89.3% |