Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $159,169 | $199,109-20.1% | $173,730-8.4% | $154,746+2.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.78% | 20.02%-4.2pp | 19.96%-4.2pp | 172.34%-156.6pp |
| Employer contribution / active EE | $10,961 | $5,311+106.4% | $4,577+139.4% | $4,379+150.3% |
| Participant deferral / active EE | $11,319 | $7,113+59.1% | $6,326+78.9% | $6,730+68.2% |
| Admin fee / account holder | $3,981 | $20,916-81.0% | $17,523-77.3% | $14,365-72.3% |