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 | $129,140 | $126,661+2.0% | $113,397+13.9% | $138,895-7.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 14.36% | 25.05%-10.7pp | 23.20%-8.8pp | 145.39%-131.0pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,684 | $5,693-17.7% | $5,076-7.7% | $6,396-26.8% |
| Admin fee / account holder | $4,726 | $14,549-67.5% | $11,957-60.5% | $12,562-62.4% |