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 | $186,598 | $124,425+50.0% | $112,040+66.5% | $137,256+35.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.66% | 24.72%-10.1pp | 24.52%-9.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $5,365 | $3,411+57.3% | $2,954+81.6% | $4,156+29.1% |
| Participant deferral / active EE | $10,176 | $5,718+78.0% | $5,098+99.6% | $6,407+58.8% |
| Admin fee / account holder | $1,031 | $15,207-93.2% | $12,098-91.5% | $12,270-91.6% |