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 | $142,114 | $110,240+28.9% | $96,544+47.2% | $139,487+1.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.78% | 26.41%-7.6pp | 25.88%-7.1pp | 373.84%-355.1pp |
| Employer contribution / active EE | $7,751 | $3,622+114.0% | $2,966+161.3% | $4,755+63.0% |
| Participant deferral / active EE | $9,048 | $5,549+63.1% | $4,851+86.5% | $6,713+34.8% |
| Admin fee / account holder | $1,801 | $11,602-84.5% | $8,254-78.2% | $11,407-84.2% |