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 | $134,301 | $125,797+6.8% | $170,057-21.0% | $75,177+78.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 23.38% | 27.20%-3.8pp | 53.42%-30.0pp | 160.75%-137.4pp |
| Employer contribution / active EE | $10,519 | $4,616+127.9% | $6,790+54.9% | $2,671+293.8% |
| Participant deferral / active EE | $11,219 | $6,838+64.1% | $10,411+7.8% | $4,126+171.9% |
| Admin fee / account holder | $2,923 | $8,177-64.3% | $12,826-77.2% | $5,651-48.3% |