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 | $110,740 | $103,387+7.1% | $87,102+27.1% | $152,885-27.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 25.28% | 28.10%-2.8pp | 28.19%-2.9pp | 345.39%-320.1pp |
| Employer contribution / active EE | $5,071 | $3,221+57.4% | $2,521+101.1% | $4,763+6.5% |
| Participant deferral / active EE | $10,633 | $4,778+122.5% | $4,048+162.7% | $5,851+81.7% |
| Admin fee / account holder | $6,255 | $12,193-48.7% | $7,491-16.5% | $11,598-46.1% |