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 | $121,859 | $99,032+23.1% | $80,022+52.3% | $135,380-10.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 1.26% | 15.39%-14.1pp | 11.22%-10.0pp | 519.81%-518.5pp |
| Employer contribution / active EE | $6,783 | $3,043+122.9% | $2,468+174.8% | $4,779+41.9% |
| Participant deferral / active EE | $11,978 | $4,282+179.7% | $3,686+225.0% | $5,609+113.6% |
| Admin fee / account holder | $497 | $10,436-95.2% | $6,521-92.4% | $10,828-95.4% |