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 | $101,339 | $110,337-8.2% | $102,383-1.0% | $145,877-30.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.30% | 24.83%-9.5pp | 24.94%-9.6pp | 551.28%-536.0pp |
| Employer contribution / active EE | $15,549 | $4,216+268.8% | $3,870+301.7% | $4,663+233.4% |
| Participant deferral / active EE | $11,241 | $5,621+100.0% | $5,060+122.2% | $6,691+68.0% |
| Admin fee / account holder | $3,185 | $9,750-67.3% | $8,391-62.1% | $13,402-76.2% |