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 | $226,984 | $117,859+92.6% | $102,438+121.6% | $145,959+55.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.36% | 31.72%-22.4pp | 29.37%-20.0pp | 561.95%-552.6pp |
| Employer contribution / active EE | $10,967 | $3,615+203.4% | $3,024+262.7% | $4,661+135.3% |
| Participant deferral / active EE | $7,454 | $5,732+30.0% | $5,054+47.5% | $6,689+11.4% |
| Admin fee / account holder | $2,852 | $13,318-78.6% | $9,448-69.8% | $13,398-78.7% |