Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $103,521 | $100,004+3.5% | $81,438+27.1% | $145,959-29.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.32% | 34.34%-23.0pp | 24.74%-13.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $2,814 | $2,970-5.2% | $2,460+14.4% | $4,661-39.6% |
| Participant deferral / active EE | $13,480 | $4,603+192.8% | $3,883+247.1% | $6,689+101.5% |
| Admin fee / account holder | $1,561 | $8,202-81.0% | $5,764-72.9% | $13,398-88.3% |