Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $160,538 | $136,860+17.3% | $120,344+33.4% | $154,746+3.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 13.70% | 21.38%-7.7pp | 20.30%-6.6pp | 172.34%-158.6pp |
| Employer contribution / active EE | $2,215 | $3,533-37.3% | $3,020-26.7% | $4,379-49.4% |
| Participant deferral / active EE | $7,883 | $5,793+36.1% | $5,135+53.5% | $6,730+17.1% |
| Admin fee / account holder | $755 | $15,393-95.1% | $12,742-94.1% | $14,365-94.7% |