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 | $142,318 | $81,487+74.7% | $102,412+39.0% | $80,935+75.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 36.44% | 25.60%+10.8pp | 24.94%+11.5pp | 35.66%+0.8pp |
| Employer contribution / active EE | $14,484 | $3,103+366.8% | $3,870+274.3% | $2,757+425.4% |
| Participant deferral / active EE | $7,048 | $3,871+82.1% | $5,060+39.3% | $4,299+63.9% |
| Admin fee / account holder | $2,593 | $6,717-61.4% | $8,388-69.1% | $6,924-62.6% |