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 | $107,547 | $114,119-5.8% | $107,187+0.3% | $138,895-22.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.23% | 273.21%-256.0pp | 204.55%-187.3pp | 145.39%-128.2pp |
| Employer contribution / active EE | $2,757 | $4,059-32.1% | $3,782-27.1% | $4,194-34.3% |
| Participant deferral / active EE | $5,873 | $5,538+6.1% | $5,096+15.3% | $6,396-8.2% |
| Admin fee / account holder | $9,932 | $10,024-0.9% | $9,162+8.4% | $12,562-20.9% |