Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $123,412 | $201,370-38.7% | $184,256-33.0% | $145,897-15.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.52% | 29.05%-10.5pp | 28.85%-10.3pp | 552.29%-533.8pp |
| Employer contribution / active EE | $5,500 | $7,024-21.7% | $6,427-14.4% | $4,663+18.0% |
| Participant deferral / active EE | $14,670 | $9,808+49.6% | $9,133+60.6% | $6,689+119.3% |
| Admin fee / account holder | $7,402 | $16,364-54.8% | $13,899-46.7% | $13,390-44.7% |