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 | $174,460 | $81,358+114.4% | $155,556+12.2% | $80,959+115.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.25% | 33.39%-20.1pp | 64.84%-51.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $14,245 | $3,106+358.6% | $4,675+204.7% | $2,757+416.7% |
| Participant deferral / active EE | $10,272 | $3,455+197.3% | $5,631+82.4% | $4,300+138.9% |
| Admin fee / account holder | $3,312 | $7,994-58.6% | $15,885-79.1% | $6,925-52.2% |