Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $153,422 | $183,516-16.4% | $155,534-1.4% | $145,884+5.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.05% | 61.43%-44.4pp | 64.92%-47.9pp | 551.85%-534.8pp |
| Employer contribution / active EE | $2,289 | $5,315-56.9% | $4,675-51.0% | $4,662-50.9% |
| Participant deferral / active EE | $4,597 | $6,467-28.9% | $5,630-18.4% | $6,690-31.3% |
| Admin fee / account holder | $1,600 | $19,293-91.7% | $15,900-89.9% | $13,392-88.1% |