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 | $140,982 | $134,817+4.6% | $123,973+13.7% | $155,188-9.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 8.86% | 515.49%-506.6pp | 388.13%-379.3pp | 148.84%-140.0pp |
| Employer contribution / active EE | $1,760 | $4,425-60.2% | $4,126-57.4% | $4,248-58.6% |
| Participant deferral / active EE | $4,736 | $5,706-17.0% | $5,247-9.7% | $6,531-27.5% |
| Admin fee / account holder | $12,657 | $13,245-4.4% | $11,799+7.3% | $14,480-12.6% |