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 | $125,719 | $124,351+1.1% | $109,188+15.1% | $167,553-25.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.51% | 26.04%-14.5pp | 25.76%-14.2pp | 478.89%-467.4pp |
| Employer contribution / active EE | $2,741 | $4,210-34.9% | $3,723-26.4% | $4,840-43.4% |
| Participant deferral / active EE | $10,865 | $5,257+106.7% | $4,654+133.5% | $6,343+71.3% |
| Admin fee / account holder | $873 | $7,975-89.0% | $6,755-87.1% | $12,316-92.9% |