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 | $174,369 | $110,410+57.9% | $102,437+70.2% | $145,897+19.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.18% | 24.85%-9.7pp | 24.95%-9.8pp | 552.29%-537.1pp |
| Employer contribution / active EE | $2,532 | $4,217-40.0% | $3,871-34.6% | $4,663-45.7% |
| Participant deferral / active EE | $11,467 | $5,622+104.0% | $5,060+126.6% | $6,689+71.4% |
| Admin fee / account holder | $1,672 | $9,745-82.8% | $8,388-80.1% | $13,390-87.5% |