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 | $131,151 | $149,679-12.4% | $117,039+12.1% | $147,585-11.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 11.59% | 19.31%-7.7pp | 18.95%-7.4pp | 578.58%-567.0pp |
| Employer contribution / active EE | $18,683 | $4,937+278.4% | $3,785+393.6% | $4,876+283.1% |
| Participant deferral / active EE | $10,099 | $4,912+105.6% | $3,929+157.0% | $5,439+85.7% |
| Admin fee / account holder | $10,818 | $7,856+37.7% | $5,974+81.1% | $10,886-0.6% |