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 | $135,016 | $135,956-0.7% | $123,894+9.0% | $273,972-50.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.59% | 56.63%-51.0pp | 47.52%-41.9pp | 41.46%-35.9pp |
| Employer contribution / active EE | $16,729 | $5,170+223.6% | $4,617+262.4% | $4,869+243.6% |
| Participant deferral / active EE | $10,530 | $6,343+66.0% | $5,984+76.0% | $5,287+99.2% |
| Admin fee / account holder | $10,692 | $9,817+8.9% | $8,357+27.9% | $10,133+5.5% |