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 | $116,894 | $117,895-0.8% | $102,460+14.1% | $145,897-19.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.20% | 31.92%-17.7pp | 29.47%-15.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $2,398 | $3,619-33.7% | $3,025-20.7% | $4,663-48.6% |
| Participant deferral / active EE | $4,072 | $5,736-29.0% | $5,056-19.5% | $6,689-39.1% |
| Admin fee / account holder | $13,591 | $13,353+1.8% | $9,460+43.7% | $13,390+1.5% |