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 | $161,684 | $154,209+4.8% | $130,062+24.3% | $139,487+15.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.56% | 32.52%-17.0pp | -137.37%+152.9pp | 373.84%-358.3pp |
| Employer contribution / active EE | $14,729 | $5,292+178.3% | $4,322+240.8% | $4,755+209.8% |
| Participant deferral / active EE | $4,660 | $6,709-30.5% | $5,821-19.9% | $6,713-30.6% |
| Admin fee / account holder | $518 | $13,988-96.3% | $10,601-95.1% | $11,407-95.5% |