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 | $157,521 | $97,078+62.3% | $103,065+52.8% | $145,897+8.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 12.40% | 25.49%-13.1pp | 23.95%-11.6pp | 552.29%-539.9pp |
| Employer contribution / active EE | $13,006 | $4,680+177.9% | $4,675+178.2% | $4,663+178.9% |
| Participant deferral / active EE | $6,828 | $6,601+3.4% | $6,625+3.1% | $6,689+2.1% |
| Admin fee / account holder | $1,029 | $12,505-91.8% | $9,349-89.0% | $13,390-92.3% |