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 | $149,561 | $157,296-4.9% | $141,191+5.9% | $152,897-2.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 46.43% | 64.34%-17.9pp | 71.41%-25.0pp | 345.43%-299.0pp |
| Employer contribution / active EE | $13,814 | $5,262+162.5% | $4,736+191.7% | $4,764+190.0% |
| Participant deferral / active EE | $12,844 | $7,111+80.6% | $6,710+91.4% | $5,851+119.5% |
| Admin fee / account holder | $1,054 | $12,125-91.3% | $10,264-89.7% | $11,599-90.9% |