Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $114,303 | $115,814-1.3% | $101,275+12.9% | $158,982-28.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.22% | 56.16%-37.9pp | 46.48%-28.3pp | 302.99%-284.8pp |
| Employer contribution / active EE | $3,846 | $4,176-7.9% | $3,660+5.1% | $4,763-19.2% |
| Participant deferral / active EE | $9,823 | $4,958+98.1% | $4,371+124.7% | $5,983+64.2% |
| Admin fee / account holder | $1,459 | $7,249-79.9% | $5,948-75.5% | $11,252-87.0% |