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 | $150,192 | $176,838-15.1% | $146,685+2.4% | $167,518-10.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.26% | 24.04%-12.8pp | 22.75%-11.5pp | 478.71%-467.5pp |
| Employer contribution / active EE | $19,632 | $5,161+280.4% | $4,137+374.5% | $4,838+305.7% |
| Participant deferral / active EE | $3,563 | $6,441-44.7% | $5,507-35.3% | $6,342-43.8% |
| Admin fee / account holder | $1,243 | $13,262-90.6% | $10,281-87.9% | $12,312-89.9% |