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 | $152,812 | $57,140+167.4% | $85,240+79.3% | $80,959+88.8% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 12.70% | 21.71%-9.0pp | 66.75%-54.1pp | 35.67%-23.0pp |
| Employer contribution / active EE | $11,070 | $1,802+514.4% | $2,735+304.7% | $2,757+301.5% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,695 | $4,992+34.1% | $6,165+8.6% | $6,925-3.3% |