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 | $141,831 | $117,895+20.3% | $102,460+38.4% | $145,897-2.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.98% | 31.92%-18.9pp | 29.47%-16.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $4,390 | $3,619+21.3% | $3,025+45.1% | $4,663-5.8% |
| Participant deferral / active EE | $7,716 | $5,736+34.5% | $5,056+52.6% | $6,689+15.3% |
| Admin fee / account holder | $467 | $13,353-96.5% | $9,460-95.1% | $13,390-96.5% |