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 | $169,431 | $153,769+10.2% | $133,975+26.5% | $273,972-38.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.05% | 36.51%-23.5pp | 29.29%-16.2pp | 41.46%-28.4pp |
| Employer contribution / active EE | $34,961 | $6,029+479.9% | $5,211+570.9% | $4,869+618.1% |
| Participant deferral / active EE | $16,204 | $6,958+132.9% | $6,282+157.9% | $5,287+206.5% |
| Admin fee / account holder | $1,458 | $11,765-87.6% | $9,324-84.4% | $10,133-85.6% |