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 | $112,666 | $110,410+2.0% | $102,437+10.0% | $145,897-22.8% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 13.09% | 24.85%-11.8pp | 24.95%-11.9pp | 552.29%-539.2pp |
| Employer contribution / active EE | $4,024 | $4,217-4.6% | $3,871+4.0% | $4,663-13.7% |
| Participant deferral / active EE | $13,027 | $5,622+131.7% | $5,060+157.4% | $6,689+94.7% |
| Admin fee / account holder | $575 | $9,745-94.1% | $8,388-93.1% | $13,390-95.7% |