Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $138,132 | $148,582-7.0% | $135,942+1.6% | $139,456-0.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.36% | 79.26%-56.9pp | 68.28%-45.9pp | 373.45%-351.1pp |
| Employer contribution / active EE | $29,761 | $5,245+467.5% | $4,858+512.7% | $4,753+526.2% |
| Participant deferral / active EE | $21,816 | $8,101+169.3% | $7,759+181.2% | $6,711+225.1% |
| Admin fee / account holder | $766 | $12,402-93.8% | $10,764-92.9% | $11,407-93.3% |