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 | $229,711 | $107,666+113.4% | $102,184+124.8% | $154,746+48.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 14.13% | 29.33%-15.2pp | 31.58%-17.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $9,583 | $3,846+149.1% | $3,594+166.7% | $4,379+118.8% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $354 | $12,943-97.3% | $11,609-97.0% | $14,365-97.5% |