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 | $179,472 | $228,317-21.4% | $185,808-3.4% | $158,931+12.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.99% | 40.81%-26.8pp | 35.95%-22.0pp | 302.86%-288.9pp |
| Employer contribution / active EE | $12,037 | $4,964+142.5% | $4,086+194.6% | $4,761+152.8% |
| Participant deferral / active EE | $12,500 | $6,415+94.9% | $5,632+121.9% | $5,982+109.0% |
| Admin fee / account holder | $2,032 | $11,865-82.9% | $9,501-78.6% | $11,247-81.9% |