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 | $122,559 | $117,829+4.0% | $102,423+19.7% | $145,877-16.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.25% | 31.83%-22.6pp | 29.42%-20.2pp | 551.28%-542.0pp |
| Employer contribution / active EE | $3,137 | $3,615-13.2% | $3,023+3.8% | $4,663-32.7% |
| Participant deferral / active EE | $7,426 | $5,732+29.5% | $5,054+46.9% | $6,691+11.0% |
| Admin fee / account holder | $1,121 | $13,335-91.6% | $9,455-88.1% | $13,402-91.6% |