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 | $116,031 | $101,618+14.2% | $93,063+24.7% | $137,256-15.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.32% | 223.95%-206.6pp | 34.15%-16.8pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,669 | $2,707+35.5% | $2,476+48.2% | $4,156-11.7% |
| Participant deferral / active EE | $4,871 | $4,279+13.8% | $3,958+23.1% | $6,407-24.0% |
| Admin fee / account holder | $1,687 | $6,198-72.8% | $6,033-72.0% | $12,270-86.3% |