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 | $120,767 | $73,955+63.3% | $96,520+25.1% | $75,181+60.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 55.71% | 26.72%+29.0pp | 35.72%+20.0pp | 160.69%-105.0pp |
| Employer contribution / active EE | $6,519 | $2,930+122.5% | $3,739+74.4% | $2,671+144.1% |
| Participant deferral / active EE | $3,701 | $3,659+1.1% | $4,879-24.1% | $4,126-10.3% |
| Admin fee / account holder | $783 | $5,217-85.0% | $6,733-88.4% | $5,650-86.1% |