Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $175,288 | $61,605+184.5% | $112,273+56.1% | $75,173+133.2% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 19.96% | 28.47%-8.5pp | 30.23%-10.3pp | 160.72%-140.8pp |
| Employer contribution / active EE | $9,407 | $2,015+366.7% | $3,431+174.1% | $2,671+252.2% |
| Participant deferral / active EE | $9,002 | $3,108+189.6% | $4,800+87.6% | $4,126+118.2% |
| Admin fee / account holder | $4,419 | $4,862-9.1% | $7,752-43.0% | $5,651-21.8% |