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 | $145,548 | $118,488+22.8% | $98,462+47.8% | $139,487+4.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.90% | 18.96%-1.1pp | 21.17%-3.3pp | 373.84%-355.9pp |
| Employer contribution / active EE | $12,926 | $3,611+258.0% | $3,049+324.0% | $4,755+171.9% |
| Participant deferral / active EE | $8,308 | $5,393+54.1% | $4,738+75.3% | $6,713+23.8% |
| Admin fee / account holder | $11,709 | $13,868-15.6% | $8,875+31.9% | $11,407+2.6% |