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 | $179,986 | $228,317-21.2% | $185,808-3.1% | $158,931+13.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.65% | 40.81%-30.2pp | 35.95%-25.3pp | 302.86%-292.2pp |
| Employer contribution / active EE | $2,804 | $4,964-43.5% | $4,086-31.4% | $4,761-41.1% |
| Participant deferral / active EE | $12,340 | $6,415+92.4% | $5,632+119.1% | $5,982+106.3% |
| Admin fee / account holder | $1,214 | $11,865-89.8% | $9,501-87.2% | $11,247-89.2% |