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 | $113,893 | $83,337+36.7% | $67,834+67.9% | $273,972-58.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 13.53% | 259.45%-245.9pp | 138.47%-124.9pp | 41.46%-27.9pp |
| Employer contribution / active EE | $10,856 | $3,287+230.2% | $2,403+351.7% | $4,869+123.0% |
| Participant deferral / active EE | $4,919 | $4,088+20.3% | $3,160+55.7% | $5,287-7.0% |
| Admin fee / account holder | $759 | $6,752-88.8% | $4,622-83.6% | $10,133-92.5% |