Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $117,972 | $78,520+50.2% | $96,576+22.2% | $82,448+43.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 14.96% | 41.30%-26.3pp | 38.47%-23.5pp | 41.64%-26.7pp |
| Employer contribution / active EE | $6,503 | $2,630+147.3% | $3,553+83.0% | $2,551+154.9% |
| Participant deferral / active EE | $10,803 | $6,754+60.0% | $7,956+35.8% | $4,139+161.0% |
| Admin fee / account holder | $1,087 | $13,455-91.9% | $11,381-90.5% | $7,234-85.0% |