Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $156,379 | $100,262+56.0% | $81,370+92.2% | $145,897+7.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.69% | 34.52%-17.8pp | 24.85%-8.2pp | 552.29%-535.6pp |
| Employer contribution / active EE | $13,200 | $2,979+343.1% | $2,464+435.7% | $4,663+183.1% |
| Participant deferral / active EE | $29,400 | $4,612+537.4% | $3,885+656.7% | $6,689+339.5% |
| Admin fee / account holder | $3,956 | $8,163-51.5% | $5,749-31.2% | $13,390-70.5% |