Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $156,861 | $176,402-11.1% | $134,162+16.9% | $158,982-1.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 7.64% | 63.66%-56.0pp | 36.35%-28.7pp | 302.99%-295.3pp |
| Employer contribution / active EE | $2,834 | $5,042-43.8% | $3,705-23.5% | $4,763-40.5% |
| Participant deferral / active EE | $13,120 | $4,093+220.6% | $3,500+274.9% | $5,983+119.3% |
| Admin fee / account holder | $563 | $8,719-93.5% | $6,685-91.6% | $11,252-95.0% |