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 | $136,874 | $117,829+16.2% | $102,423+33.6% | $145,877-6.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.78% | 31.83%-19.1pp | 29.42%-16.6pp | 551.28%-538.5pp |
| Employer contribution / active EE | $1,719 | $3,615-52.4% | $3,023-43.1% | $4,663-63.1% |
| Participant deferral / active EE | $6,737 | $5,732+17.5% | $5,054+33.3% | $6,691+0.7% |
| Admin fee / account holder | $3,045 | $13,335-77.2% | $9,455-67.8% | $13,402-77.3% |