Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $133,992 | $211,239-36.6% | $178,528-24.9% | $145,877-8.1% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 17.28% | 30.22%-12.9pp | 27.11%-9.8pp | 551.28%-534.0pp |
| Employer contribution / active EE | $2,150 | $4,570-52.9% | $3,950-45.6% | $4,663-53.9% |
| Participant deferral / active EE | $9,615 | $6,963+38.1% | $6,278+53.2% | $6,691+43.7% |
| Admin fee / account holder | $5,218 | $12,095-56.9% | $10,419-49.9% | $13,402-61.1% |