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 | $127,929 | $142,354-10.1% | $125,529+1.9% | $155,188-17.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 12.74% | 306.06%-293.3pp | 202.56%-189.8pp | 148.84%-136.1pp |
| Employer contribution / active EE | $8,031 | $3,501+129.4% | $3,058+162.7% | $4,248+89.1% |
| Participant deferral / active EE | $5,193 | $5,491-5.4% | $4,813+7.9% | $6,531-20.5% |
| Admin fee / account holder | $10,633 | $19,392-45.2% | $16,298-34.8% | $14,480-26.6% |