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 | $163,773 | $209,336-21.8% | $197,124-16.9% | $137,256+19.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.56% | 48.09%-29.5pp | 44.34%-25.8pp | 220.34%-201.8pp |
| Employer contribution / active EE | $13,417 | $6,591+103.6% | $6,227+115.5% | $4,156+222.8% |
| Participant deferral / active EE | $8,235 | $9,614-14.3% | $9,135-9.9% | $6,407+28.5% |
| Admin fee / account holder | $25,376 | $17,308+46.6% | $16,298+55.7% | $12,270+106.8% |