Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $131,118 | $123,412+6.2% | $69,460+88.8% | $145,978-10.2% |
| Participation rate | 80.0% | 69.2%+10.8pp | 66.4%+13.6pp | 80.3%-0.3pp |
| Annual return | 10.72% | 191.25%-180.5pp | 100.80%-90.1pp | 550.52%-539.8pp |
| Employer contribution / active EE | $3,047 | $2,684+13.6% | $1,714+77.8% | $4,662-34.6% |
| Participant deferral / active EE | $3,211 | $4,240-24.3% | $2,890+11.1% | $6,690-52.0% |
| Admin fee / account holder | $5,833 | $7,816-25.4% | $4,695+24.2% | $13,400-56.5% |