Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $126,618 | $107,666+17.6% | $102,184+23.9% | $154,746-18.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.97% | 29.33%-11.4pp | 31.58%-13.6pp | 172.34%-154.4pp |
| Employer contribution / active EE | $2,340 | $3,846-39.2% | $3,594-34.9% | $4,379-46.6% |
| Participant deferral / active EE | $9,750 | $8,719+11.8% | $8,309+17.3% | $6,730+44.9% |
| Admin fee / account holder | $1,649 | $12,943-87.3% | $11,609-85.8% | $14,365-88.5% |