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 | $165,196 | $209,336-21.1% | $197,124-16.2% | $137,256+20.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.29% | 48.09%-34.8pp | 44.34%-31.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $4,194 | $6,591-36.4% | $6,227-32.7% | $4,156+0.9% |
| Participant deferral / active EE | $14,335 | $9,614+49.1% | $9,135+56.9% | $6,407+123.7% |
| Admin fee / account holder | $572 | $17,308-96.7% | $16,298-96.5% | $12,270-95.3% |