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 | $125,878 | $103,393+21.7% | $87,103+44.5% | $152,909-17.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 19.09% | 28.10%-9.0pp | 28.19%-9.1pp | 345.46%-326.4pp |
| Employer contribution / active EE | $7,051 | $3,221+118.9% | $2,521+179.6% | $4,764+48.0% |
| Participant deferral / active EE | $3,633 | $4,778-24.0% | $4,049-10.3% | $5,851-37.9% |
| Admin fee / account holder | $2,310 | $12,195-81.1% | $7,491-69.2% | $11,601-80.1% |