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 | $77,148 | $51,207+50.7% | $70,565+9.3% | $75,177+2.6% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 21.27% | 30.05%-8.8pp | 32.79%-11.5pp | 160.75%-139.5pp |
| Employer contribution / active EE | $9,148 | $1,826+400.9% | $2,976+207.4% | $2,671+242.5% |
| Participant deferral / active EE | $11,320 | $2,850+297.2% | $4,568+147.8% | $4,126+174.3% |
| Admin fee / account holder | $9,941 | $4,097+142.6% | $6,430+54.6% | $5,651+75.9% |