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 | $137,087 | $118,496+15.7% | $98,461+39.2% | $139,466-1.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.49% | 18.96%-1.5pp | 21.17%-3.7pp | 373.66%-356.2pp |
| Employer contribution / active EE | $6,233 | $3,611+72.6% | $3,049+104.5% | $4,754+31.1% |
| Participant deferral / active EE | $11,893 | $5,393+120.5% | $4,738+151.0% | $6,712+77.2% |
| Admin fee / account holder | $778 | $14,056-94.5% | $8,961-91.3% | $11,409-93.2% |