Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $110,550 | $107,666+2.7% | $102,184+8.2% | $154,746-28.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.66% | 29.33%-11.7pp | 31.58%-13.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $18,721 | $3,846+386.7% | $3,594+420.9% | $4,379+327.5% |
| Participant deferral / active EE | $11,833 | $8,719+35.7% | $8,309+42.4% | $6,730+75.8% |
| Admin fee / account holder | $942 | $12,943-92.7% | $11,609-91.9% | $14,365-93.4% |