Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $131,659 | $172,111-23.5% | $150,298-12.4% | $137,256-4.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.57% | 69.37%-46.8pp | 62.79%-40.2pp | 220.34%-197.8pp |
| Employer contribution / active EE | $8,692 | $4,636+87.5% | $4,154+109.2% | $4,156+109.1% |
| Participant deferral / active EE | $4,824 | $6,166-21.8% | $5,453-11.5% | $6,407-24.7% |
| Admin fee / account holder | $10,350 | $16,471-37.2% | $14,116-26.7% | $12,270-15.7% |