Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $182,682 | $155,555+17.4% | $146,866+24.4% | $155,188+17.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.58% | 115.41%-100.8pp | 102.85%-88.3pp | 148.84%-134.3pp |
| Employer contribution / active EE | $7,390 | $4,647+59.0% | $4,425+67.0% | $4,248+74.0% |
| Participant deferral / active EE | $17,070 | $8,044+112.2% | $7,759+120.0% | $6,531+161.4% |
| Admin fee / account holder | $2,195 | $14,755-85.1% | $13,620-83.9% | $14,480-84.8% |