Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $175,386 | $201,372-12.9% | $184,260-4.8% | $145,884+20.2% |
| Participation rate | 94.1% | 87.5%+6.6pp | 86.8%+7.3pp | 80.3%+13.8pp |
| Annual return | 25.61% | 29.04%-3.4pp | 28.84%-3.2pp | 551.85%-526.2pp |
| Employer contribution / active EE | $11,129 | $7,024+58.5% | $6,427+73.1% | $4,662+138.7% |
| Participant deferral / active EE | $12,780 | $9,808+30.3% | $9,133+39.9% | $6,690+91.0% |
| Admin fee / account holder | $17,530 | $16,362+7.1% | $13,898+26.1% | $13,392+30.9% |