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 | $163,438 | $86,050+89.9% | $189,758-13.9% | $94,015+73.8% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 14.67% | 17.77%-3.1pp | 52.62%-38.0pp | 17.84%-3.2pp |
| Employer contribution / active EE | $5,545 | $2,819+96.7% | $4,767+16.3% | $2,790+98.7% |
| Participant deferral / active EE | $4,237 | $3,349+26.5% | $5,856-27.6% | $4,249-0.3% |
| Admin fee / account holder | $1,969 | $6,627-70.3% | $20,388-90.3% | $8,951-78.0% |