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 | $121,674 | $117,846+3.2% | $102,434+18.8% | $145,884-16.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.74% | 31.90%-15.2pp | 29.46%-12.7pp | 551.85%-535.1pp |
| Employer contribution / active EE | $1,219 | $3,615-66.3% | $3,023-59.7% | $4,662-73.9% |
| Participant deferral / active EE | $3,911 | $5,733-31.8% | $5,055-22.6% | $6,690-41.5% |
| Admin fee / account holder | $1,994 | $13,356-85.1% | $9,462-78.9% | $13,392-85.1% |