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 | $118,358 | $67,602+75.1% | $82,312+43.8% | $70,126+68.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.66% | 21.57%-2.9pp | 25.88%-7.2pp | 73.15%-54.5pp |
| Employer contribution / active EE | $9,140 | $1,755+420.8% | $2,428+276.4% | $2,343+290.2% |
| Participant deferral / active EE | $11,918 | $2,987+299.0% | $3,706+221.6% | $3,332+257.7% |
| Admin fee / account holder | $3,406 | $4,512-24.5% | $5,608-39.3% | $4,645-26.7% |