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 | $174,829 | $81,358+114.9% | $155,556+12.4% | $80,959+115.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.32% | 33.39%-19.1pp | 64.84%-50.5pp | 35.67%-21.3pp |
| Employer contribution / active EE | $5,757 | $3,106+85.3% | $4,675+23.1% | $2,757+108.8% |
| Participant deferral / active EE | $4,226 | $3,455+22.3% | $5,631-24.9% | $4,300-1.7% |
| Admin fee / account holder | $4,313 | $7,994-46.0% | $15,885-72.8% | $6,925-37.7% |