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 | $97,080 | $108,922-10.9% | $100,398-3.3% | $145,978-33.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.20% | 58.04%-42.8pp | 49.32%-34.1pp | 550.52%-535.3pp |
| Employer contribution / active EE | $15,086 | $4,426+240.9% | $3,946+282.3% | $4,662+223.6% |
| Participant deferral / active EE | $9,750 | $8,450+15.4% | $8,084+20.6% | $6,690+45.7% |
| Admin fee / account holder | $1,163 | $9,680-88.0% | $7,893-85.3% | $13,400-91.3% |