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 | $234,635 | $111,814+109.8% | $103,378+127.0% | $145,978+60.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.02% | 24.80%-13.8pp | 24.91%-13.9pp | 550.52%-539.5pp |
| Employer contribution / active EE | $12,128 | $4,215+187.7% | $3,870+213.4% | $4,662+160.2% |
| Participant deferral / active EE | $12,893 | $5,618+129.5% | $5,058+154.9% | $6,690+92.7% |
| Admin fee / account holder | $20,983 | $9,764+114.9% | $8,401+149.8% | $13,400+56.6% |