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 | $104,115 | $124,330-16.3% | $109,173-4.6% | $167,536-37.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.52% | 26.04%-14.5pp | 25.75%-14.2pp | 478.82%-467.3pp |
| Employer contribution / active EE | $10,693 | $4,209+154.0% | $3,723+187.2% | $4,839+121.0% |
| Participant deferral / active EE | $5,811 | $5,256+10.6% | $4,654+24.9% | $6,342-8.4% |
| Admin fee / account holder | $4,677 | $7,974-41.4% | $6,755-30.8% | $12,315-62.0% |