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 | $120,411 | $118,496+1.6% | $98,461+22.3% | $139,466-13.7% |
| Participation rate | 75.0% | 77.5%-2.5pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 11.43% | 18.96%-7.5pp | 21.17%-9.7pp | 373.66%-362.2pp |
| Employer contribution / active EE | $9,200 | $3,611+154.8% | $3,049+201.8% | $4,754+93.5% |
| Participant deferral / active EE | $1,788 | $5,393-66.8% | $4,738-62.3% | $6,712-73.4% |
| Admin fee / account holder | $7,397 | $14,056-47.4% | $8,961-17.5% | $11,409-35.2% |