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 | $139,031 | $166,268-16.4% | $165,100-15.8% | $145,897-4.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.96% | 100.52%-84.6pp | 70.21%-54.3pp | 552.29%-536.3pp |
| Employer contribution / active EE | $4,438 | $5,284-16.0% | $4,348+2.1% | $4,663-4.8% |
| Participant deferral / active EE | $12,303 | $6,964+76.7% | $6,035+103.9% | $6,689+83.9% |
| Admin fee / account holder | $677 | $16,659-95.9% | $12,696-94.7% | $13,390-94.9% |