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 | $168,262 | $117,829+42.8% | $102,423+64.3% | $145,877+15.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.66% | 31.83%-18.2pp | 29.42%-15.8pp | 551.28%-537.6pp |
| Employer contribution / active EE | $4,286 | $3,615+18.6% | $3,023+41.8% | $4,663-8.1% |
| Participant deferral / active EE | $12,131 | $5,732+111.6% | $5,054+140.0% | $6,691+81.3% |
| Admin fee / account holder | $13,270 | $13,335-0.5% | $9,455+40.4% | $13,402-1.0% |