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 | $187,810 | $126,661+48.3% | $113,397+65.6% | $138,895+35.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 17.98% | 25.05%-7.1pp | 23.20%-5.2pp | 145.39%-127.4pp |
| Employer contribution / active EE | $4,618 | $3,456+33.6% | $2,977+55.1% | $4,194+10.1% |
| Participant deferral / active EE | $10,391 | $5,693+82.5% | $5,076+104.7% | $6,396+62.5% |
| Admin fee / account holder | $20,014 | $14,549+37.6% | $11,957+67.4% | $12,562+59.3% |