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 | $206,883 | $123,155+68.0% | $108,753+90.2% | $155,188+33.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 12.89% | 44.73%-31.8pp | 37.47%-24.6pp | 148.84%-135.9pp |
| Employer contribution / active EE | $9,644 | $2,811+243.0% | $2,427+297.4% | $4,248+127.0% |
| Participant deferral / active EE | $14,771 | $4,623+219.5% | $4,115+259.0% | $6,531+126.2% |
| Admin fee / account holder | $8,780 | $12,126-27.6% | $10,320-14.9% | $14,480-39.4% |