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 | $154,132 | $154,1590% | $130,026+18.5% | $139,456+10.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.83% | 32.50%-14.7pp | -137.26%+155.1pp | 373.45%-355.6pp |
| Employer contribution / active EE | $7,389 | $5,292+39.6% | $4,321+71.0% | $4,753+55.5% |
| Participant deferral / active EE | $2,627 | $6,710-60.9% | $5,821-54.9% | $6,711-60.9% |
| Admin fee / account holder | $6,397 | $14,001-54.3% | $10,608-39.7% | $11,407-43.9% |