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 | $212,289 | $184,014+15.4% | $161,149+31.7% | $138,895+52.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 15.45% | 21.52%-6.1pp | 21.16%-5.7pp | 145.39%-129.9pp |
| Employer contribution / active EE | $13,953 | $5,055+176.0% | $4,360+220.0% | $4,194+232.7% |
| Participant deferral / active EE | $12,678 | $6,909+83.5% | $6,153+106.0% | $6,396+98.2% |
| Admin fee / account holder | $1,134 | $18,027-93.7% | $15,194-92.5% | $12,562-91.0% |