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 | $170,900 | $138,385+23.5% | $184,243-7.2% | $80,925+111.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 15.39% | 20.02%-4.6pp | 28.82%-13.4pp | 35.65%-20.3pp |
| Employer contribution / active EE | $10,323 | $4,851+112.8% | $6,427+60.6% | $2,756+274.5% |
| Participant deferral / active EE | $10,583 | $7,075+49.6% | $9,132+15.9% | $4,299+146.2% |
| Admin fee / account holder | $3,259 | $10,489-68.9% | $13,914-76.6% | $6,940-53.0% |