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 | $165,637 | $139,948+18.4% | $121,663+36.1% | $154,746+7.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 16.40% | 230.52%-214.1pp | 147.54%-131.1pp | 172.34%-155.9pp |
| Employer contribution / active EE | $7,001 | $3,521+98.8% | $3,020+131.8% | $4,379+59.9% |
| Participant deferral / active EE | $7,488 | $5,629+33.0% | $4,887+53.2% | $6,730+11.3% |
| Admin fee / account holder | $1,250 | $17,321-92.8% | $14,289-91.3% | $14,365-91.3% |