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 | $103,560 | $91,559+13.1% | $133,978-22.7% | $79,856+29.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 20.77% | 61.85%-41.1pp | 45.10%-24.3pp | 31.71%-10.9pp |
| Employer contribution / active EE | $5,357 | $2,384+124.7% | $3,919+36.7% | $2,471+116.8% |
| Participant deferral / active EE | $6,304 | $3,734+68.8% | $5,047+24.9% | $3,741+68.5% |
| Admin fee / account holder | $1,667 | $6,321-73.6% | $8,930-81.3% | $5,306-68.6% |