Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $156,014 | $110,254+41.5% | $95,733+63.0% | $139,427+11.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.03% | 27.13%-11.1pp | 28.37%-12.3pp | 373.27%-357.2pp |
| Employer contribution / active EE | $4,348 | $3,258+33.5% | $2,835+53.4% | $4,752-8.5% |
| Participant deferral / active EE | $22,545 | $4,675+382.3% | $4,244+431.3% | $6,711+235.9% |
| Admin fee / account holder | $678 | $6,607-89.7% | $5,673-88.0% | $11,404-94.1% |