Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $108,208 | $100,279+7.9% | $81,353+33.0% | $145,884-25.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.24% | 34.49%-21.2pp | 24.82%-11.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $9,364 | $2,979+214.3% | $2,464+280.0% | $4,662+100.8% |
| Participant deferral / active EE | $15,983 | $4,611+246.6% | $3,885+311.4% | $6,690+138.9% |
| Admin fee / account holder | $1,368 | $8,206-83.3% | $5,766-76.3% | $13,392-89.8% |