Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $132,828 | $183,592-27.7% | $155,574-14.6% | $145,877-8.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.60% | 61.37%-47.8pp | 64.87%-51.3pp | 551.28%-537.7pp |
| Employer contribution / active EE | $4,853 | $5,317-8.7% | $4,676+3.8% | $4,663+4.1% |
| Participant deferral / active EE | $10,542 | $6,466+63.0% | $5,629+87.3% | $6,691+57.6% |
| Admin fee / account holder | $3,995 | $19,316-79.3% | $15,914-74.9% | $13,402-70.2% |