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 | $116,814 | $115,917+0.8% | $100,535+16.2% | $158,982-26.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.94% | 34.80%-22.9pp | 30.90%-19.0pp | 302.99%-291.1pp |
| Employer contribution / active EE | $9,126 | $4,105+122.3% | $3,419+166.9% | $4,763+91.6% |
| Participant deferral / active EE | $16,729 | $6,677+150.6% | $6,271+166.8% | $5,983+179.6% |
| Admin fee / account holder | $2,661 | $11,002-75.8% | $8,085-67.1% | $11,252-76.4% |