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 | $75,541+116.4% | $152,093+7.5% | $82,637+97.8% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.67% | 32.56%-17.9pp | 66.36%-51.7pp | 53.51%-38.8pp |
| Employer contribution / active EE | $5,545 | $2,622+111.5% | $4,175+32.8% | $2,552+117.3% |
| Participant deferral / active EE | $4,237 | $3,206+32.2% | $5,451-22.3% | $4,126+2.7% |
| Admin fee / account holder | $1,969 | $6,405-69.3% | $14,497-86.4% | $7,339-73.2% |