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 | $131,695 | $183,516-28.2% | $155,534-15.3% | $145,884-9.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.88% | 61.43%-33.5pp | 64.92%-37.0pp | 551.85%-524.0pp |
| Employer contribution / active EE | $4,123 | $5,315-22.4% | $4,675-11.8% | $4,662-11.6% |
| Participant deferral / active EE | $15,449 | $6,467+138.9% | $5,630+174.4% | $6,690+130.9% |
| Admin fee / account holder | $16,563 | $19,293-14.1% | $15,900+4.2% | $13,392+23.7% |