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 | $149,099 | $156,616-4.8% | $133,346+11.8% | $198,609-24.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 7.97% | 44.25%-36.3pp | 36.85%-28.9pp | 202.70%-194.7pp |
| Employer contribution / active EE | $2,757 | $3,368-18.1% | $2,853-3.4% | $5,055-45.5% |
| Participant deferral / active EE | $8,130 | $4,920+65.3% | $4,332+87.7% | $6,977+16.5% |
| Admin fee / account holder | $14,706 | $17,468-15.8% | $14,264+3.1% | $19,030-22.7% |