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 | $172,908 | $201,372-14.1% | $184,260-6.2% | $145,884+18.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.19% | 29.04%-5.8pp | 28.84%-5.7pp | 551.85%-528.7pp |
| Employer contribution / active EE | $3,317 | $7,024-52.8% | $6,427-48.4% | $4,662-28.9% |
| Participant deferral / active EE | $8,930 | $9,808-9.0% | $9,133-2.2% | $6,690+33.5% |
| Admin fee / account holder | $2,180 | $16,362-86.7% | $13,898-84.3% | $13,392-83.7% |