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 | $102,950 | $111,535-7.7% | $105,223-2.2% | $137,256-25.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.70% | 237.85%-223.2pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $3,050 | $3,939-22.6% | $3,689-17.3% | $4,156-26.6% |
| Participant deferral / active EE | $6,484 | $5,500+17.9% | $5,072+27.9% | $6,407+1.2% |
| Admin fee / account holder | $3,170 | $9,721-67.4% | $8,859-64.2% | $12,270-74.2% |