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 | $136,026 | $110,337+23.3% | $102,383+32.9% | $145,877-6.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.07% | 24.83%-14.8pp | 24.94%-14.9pp | 551.28%-541.2pp |
| Employer contribution / active EE | $4,638 | $4,216+10.0% | $3,870+19.8% | $4,663-0.5% |
| Participant deferral / active EE | $12,489 | $5,621+122.2% | $5,060+146.8% | $6,691+86.7% |
| Admin fee / account holder | $628 | $9,750-93.6% | $8,391-92.5% | $13,402-95.3% |