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 | $129,443 | $217,432-40.5% | $185,851-30.4% | $167,553-22.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.51% | 148.43%-136.9pp | 122.11%-110.6pp | 478.89%-467.4pp |
| Employer contribution / active EE | $3,883 | $5,874-33.9% | $5,168-24.9% | $4,840-19.8% |
| Participant deferral / active EE | $7,272 | $6,357+14.4% | $5,569+30.6% | $6,343+14.6% |
| Admin fee / account holder | $17,220 | $19,820-13.1% | $16,245+6.0% | $12,316+39.8% |