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 | $142,865 | $103,385+38.2% | $87,104+64.0% | $152,870-6.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 20.08% | 28.10%-8.0pp | 28.19%-8.1pp | 345.34%-325.3pp |
| Employer contribution / active EE | $2,126 | $3,220-34.0% | $2,521-15.7% | $4,763-55.4% |
| Participant deferral / active EE | $6,760 | $4,778+41.5% | $4,049+67.0% | $5,850+15.6% |
| Admin fee / account holder | $1,049 | $12,192-91.4% | $7,490-86.0% | $11,597-91.0% |