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 | $140,784 | $155,555-9.5% | $146,866-4.1% | $155,188-9.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.42% | 115.41%-100.0pp | 102.85%-87.4pp | 148.84%-133.4pp |
| Employer contribution / active EE | $1,560 | $4,647-66.4% | $4,425-64.7% | $4,248-63.3% |
| Participant deferral / active EE | $3,439 | $8,044-57.3% | $7,759-55.7% | $6,531-47.3% |
| Admin fee / account holder | $1,315 | $14,755-91.1% | $13,620-90.3% | $14,480-90.9% |