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 | $144,036 | $106,749+34.9% | $145,433-1.0% | $82,448+74.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.14% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $19,215 | $3,444+457.9% | $4,554+321.9% | $2,551+653.3% |
| Participant deferral / active EE | $11,347 | $6,519+74.1% | $7,897+43.7% | $4,139+174.1% |
| Admin fee / account holder | $5,180 | $8,390-38.3% | $13,129-60.5% | $7,234-28.4% |