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 | $141,647 | $153,769-7.9% | $133,975+5.7% | $273,972-48.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.73% | 36.51%-25.8pp | 29.29%-18.6pp | 41.46%-30.7pp |
| Employer contribution / active EE | $23,973 | $6,029+297.6% | $5,211+360.0% | $4,869+392.4% |
| Participant deferral / active EE | $13,078 | $6,958+87.9% | $6,282+108.2% | $5,287+147.3% |
| Admin fee / account holder | $407 | $11,765-96.5% | $9,324-95.6% | $10,133-96.0% |