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 | $165,256 | $124,314+32.9% | $109,163+51.4% | $167,518-1.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.17% | 26.04%-15.9pp | 25.75%-15.6pp | 478.71%-468.5pp |
| Employer contribution / active EE | $2,325 | $4,209-44.8% | $3,723-37.5% | $4,838-51.9% |
| Participant deferral / active EE | $4,873 | $5,256-7.3% | $4,654+4.7% | $6,342-23.2% |
| Admin fee / account holder | $2,252 | $7,973-71.8% | $6,754-66.7% | $12,312-81.7% |