Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $164,354 | $111,814+47.0% | $103,374+59.0% | $145,959+12.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.53% | 24.77%-11.2pp | 24.89%-11.4pp | 561.95%-548.4pp |
| Employer contribution / active EE | $12,423 | $4,214+194.8% | $3,869+221.1% | $4,661+166.5% |
| Participant deferral / active EE | $7,746 | $5,618+37.9% | $5,058+53.2% | $6,689+15.8% |
| Admin fee / account holder | $7,329 | $9,754-24.9% | $8,394-12.7% | $13,398-45.3% |