Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $129,195 | $117,895+9.6% | $102,460+26.1% | $145,897-11.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.25% | 31.92%-21.7pp | 29.47%-19.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $2,095 | $3,619-42.1% | $3,025-30.7% | $4,663-55.1% |
| Participant deferral / active EE | $4,702 | $5,736-18.0% | $5,056-7.0% | $6,689-29.7% |
| Admin fee / account holder | $5,272 | $13,353-60.5% | $9,460-44.3% | $13,390-60.6% |