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 | $230,457 | $153,769+49.9% | $133,975+72.0% | $273,972-15.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.20% | 36.51%-29.3pp | 29.29%-22.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $17,283 | $6,029+186.7% | $5,211+231.6% | $4,869+255.0% |
| Participant deferral / active EE | $13,718 | $6,958+97.1% | $6,282+118.4% | $5,287+159.4% |
| Admin fee / account holder | $1,306 | $11,765-88.9% | $9,324-86.0% | $10,133-87.1% |