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 | $158,943 | $117,829+34.9% | $102,423+55.2% | $145,877+9.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.96% | 31.83%-20.9pp | 29.42%-18.5pp | 551.28%-540.3pp |
| Employer contribution / active EE | $11,874 | $3,615+228.5% | $3,023+292.8% | $4,663+154.6% |
| Participant deferral / active EE | $10,788 | $5,732+88.2% | $5,054+113.5% | $6,691+61.2% |
| Admin fee / account holder | $2,036 | $13,335-84.7% | $9,455-78.5% | $13,402-84.8% |