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 | $126,437 | $118,877+6.4% | $96,570+30.9% | $167,536-24.5% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 10.20% | 50.50%-40.3pp | 37.79%-27.6pp | 478.82%-468.6pp |
| Employer contribution / active EE | $7,958 | $3,121+155.0% | $2,357+237.6% | $4,839+64.4% |
| Participant deferral / active EE | $5,608 | $4,617+21.5% | $3,849+45.7% | $6,342-11.6% |
| Admin fee / account holder | $1,166 | $8,069-85.6% | $6,182-81.1% | $12,315-90.5% |