Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $166,484 | $124,425+33.8% | $112,040+48.6% | $137,256+21.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.77% | 24.72%-7.9pp | 24.52%-7.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $4,936 | $3,411+44.7% | $2,954+67.1% | $4,156+18.8% |
| Participant deferral / active EE | $17,316 | $5,718+202.8% | $5,098+239.7% | $6,407+170.3% |
| Admin fee / account holder | $3,411 | $15,207-77.6% | $12,098-71.8% | $12,270-72.2% |