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 | $119,490 | $154,228-22.5% | $145,433-17.8% | $137,256-12.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.66% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $5,949 | $4,804+23.8% | $4,554+30.6% | $4,156+43.1% |
| Participant deferral / active EE | $7,212 | $8,216-12.2% | $7,897-8.7% | $6,407+12.6% |
| Admin fee / account holder | $7,995 | $14,344-44.3% | $13,129-39.1% | $12,270-34.8% |