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 | $110,983 | $172,111-35.5% | $150,298-26.2% | $137,256-19.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.40% | 69.37%-51.0pp | 62.79%-44.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $5,999 | $4,636+29.4% | $4,154+44.4% | $4,156+44.3% |
| Participant deferral / active EE | $10,998 | $6,166+78.4% | $5,453+101.7% | $6,407+71.7% |
| Admin fee / account holder | $13,416 | $16,471-18.5% | $14,116-5.0% | $12,270+9.3% |