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 | $112,201 | $178,174-37.0% | $156,181-28.2% | $137,256-18.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.73% | 84.19%-72.5pp | 64.87%-53.1pp | 220.34%-208.6pp |
| Employer contribution / active EE | $14,781 | $4,972+197.3% | $4,294+244.2% | $4,156+255.7% |
| Participant deferral / active EE | $9,165 | $6,888+33.1% | $6,132+49.4% | $6,407+43.0% |
| Admin fee / account holder | $702 | $17,404-96.0% | $14,586-95.2% | $12,270-94.3% |