Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $144,904 | $127,273+13.9% | $109,895+31.9% | $167,518-13.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 20.40% | 22.97%-2.6pp | 29.46%-9.1pp | 478.71%-458.3pp |
| Employer contribution / active EE | $30,436 | $3,324+815.6% | $2,843+970.4% | $4,838+529.0% |
| Participant deferral / active EE | $15,645 | $4,515+246.5% | $4,049+286.4% | $6,342+146.7% |
| Admin fee / account holder | $8,897 | $7,117+25.0% | $6,067+46.7% | $12,312-27.7% |