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 | $164,010 | $111,814+46.7% | $103,374+58.7% | $145,959+12.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.56% | 24.77%-14.2pp | 24.89%-14.3pp | 561.95%-551.4pp |
| Employer contribution / active EE | $16,462 | $4,214+290.7% | $3,869+325.5% | $4,661+253.2% |
| Participant deferral / active EE | $7,780 | $5,618+38.5% | $5,058+53.8% | $6,689+16.3% |
| Admin fee / account holder | $348 | $9,754-96.4% | $8,394-95.9% | $13,398-97.4% |