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 | $133,684 | $152,587-12.4% | $125,175+6.8% | $152,870-12.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.20% | 54.84%-31.6pp | 43.79%-20.6pp | 345.34%-322.1pp |
| Employer contribution / active EE | $2,670 | $4,946-46.0% | $3,865-30.9% | $4,763-43.9% |
| Participant deferral / active EE | $8,818 | $5,868+50.3% | $4,937+78.6% | $5,850+50.7% |
| Admin fee / account holder | $1,046 | $13,434-92.2% | $9,702-89.2% | $11,597-91.0% |