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 | $162,305 | $103,393+57.0% | $87,103+86.3% | $152,909+6.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 21.87% | 28.10%-6.2pp | 28.19%-6.3pp | 345.46%-323.6pp |
| Employer contribution / active EE | $1,795 | $3,221-44.3% | $2,521-28.8% | $4,764-62.3% |
| Participant deferral / active EE | $6,097 | $4,778+27.6% | $4,049+50.6% | $5,851+4.2% |
| Admin fee / account holder | $7,784 | $12,195-36.2% | $7,491+3.9% | $11,601-32.9% |