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 | $100,863 | $108,285-6.9% | $77,552+30.1% | $158,982-36.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 26.16% | 31.69%-5.5pp | 54.82%-28.7pp | 302.99%-276.8pp |
| Employer contribution / active EE | $2,028 | $1,325+53.0% | $987+105.5% | $4,763-57.4% |
| Participant deferral / active EE | $5,321 | $2,455+116.7% | $1,861+185.9% | $5,983-11.1% |
| Admin fee / account holder | $750 | $3,709-79.8% | $2,859-73.8% | $11,252-93.3% |