Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $129,471 | $117,829+9.9% | $102,423+26.4% | $145,877-11.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.15% | 31.83%-19.7pp | 29.42%-17.3pp | 551.28%-539.1pp |
| Employer contribution / active EE | $1,505 | $3,615-58.4% | $3,023-50.2% | $4,663-67.7% |
| Participant deferral / active EE | $4,271 | $5,732-25.5% | $5,054-15.5% | $6,691-36.2% |
| Admin fee / account holder | $9,721 | $13,335-27.1% | $9,455+2.8% | $13,402-27.5% |