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 | $158,070 | $197,625-20.0% | $177,840-11.1% | $158,966-0.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.72% | 58.76%-45.0pp | 48.32%-34.6pp | 302.95%-289.2pp |
| Employer contribution / active EE | $16,596 | $6,698+147.8% | $5,919+180.4% | $4,762+248.5% |
| Participant deferral / active EE | $13,657 | $8,405+62.5% | $7,714+77.1% | $5,983+128.3% |
| Admin fee / account holder | $9,237 | $15,405-40.0% | $12,431-25.7% | $11,250-17.9% |