Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $133,853 | $102,609+30.4% | $98,090+36.5% | $138,895-3.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 15.43% | 36.44%-21.0pp | 37.05%-21.6pp | 145.39%-130.0pp |
| Employer contribution / active EE | $18,910 | $3,867+389.0% | $3,606+424.4% | $4,194+350.9% |
| Participant deferral / active EE | $13,456 | $8,167+64.8% | $7,845+71.5% | $6,396+110.4% |
| Admin fee / account holder | $431 | $11,434-96.2% | $11,815-96.4% | $12,562-96.6% |