Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $130,627 | $91,179+43.3% | $178,499-26.8% | $79,852+63.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.25% | 24.19%-3.9pp | 151.10%-130.9pp | 31.72%-11.5pp |
| Employer contribution / active EE | $9,104 | $3,256+179.6% | $5,011+81.7% | $2,471+268.4% |
| Participant deferral / active EE | $5,215 | $3,236+61.2% | $5,202+0.2% | $3,740+39.4% |
| Admin fee / account holder | $690 | $6,749-89.8% | $13,986-95.1% | $5,306-87.0% |