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 | $127,320 | $112,729+12.9% | $98,716+29.0% | $137,256-7.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.30% | 38.48%-26.2pp | 31.81%-19.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $5,516 | $2,725+102.4% | $2,279+142.1% | $4,156+32.7% |
| Participant deferral / active EE | $18,546 | $4,640+299.7% | $4,048+358.2% | $6,407+189.5% |
| Admin fee / account holder | $9,170 | $10,129-9.5% | $8,703+5.4% | $12,270-25.3% |