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 | $183,653 | $63,365+189.8% | $91,994+99.6% | $72,975+151.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 22.72% | 35.35%-12.6pp | 69.04%-46.3pp | 81.01%-58.3pp |
| Employer contribution / active EE | $2,644 | $2,116+25.0% | $3,453-23.4% | $2,440+8.4% |
| Participant deferral / active EE | $10,051 | $4,883+105.8% | $5,924+69.7% | $3,608+178.6% |
| Admin fee / account holder | $2,344 | $4,670-49.8% | $7,744-69.7% | $5,124-54.3% |