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 | $112,935 | $127,387-11.3% | $115,038-1.8% | $125,389-9.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 6.54% | 31.28%-24.7pp | 26.14%-19.6pp | 282.24%-275.7pp |
| Employer contribution / active EE | $7,455 | $5,166+44.3% | $4,608+61.8% | $4,866+53.2% |
| Participant deferral / active EE | $9,269 | $6,423+44.3% | $6,026+53.8% | $5,352+73.2% |
| Admin fee / account holder | $3,750 | $9,516-60.6% | $8,175-54.1% | $9,541-60.7% |