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 | $146,147 | $84,236+73.5% | $170,435-14.3% | $70,126+108.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.10% | 23.06%-9.0pp | 205.94%-191.8pp | 73.15%-59.1pp |
| Employer contribution / active EE | $5,005 | $3,387+47.8% | $5,432-7.9% | $2,343+113.7% |
| Participant deferral / active EE | $3,423 | $3,086+10.9% | $4,939-30.7% | $3,332+2.7% |
| Admin fee / account holder | $7,174 | $5,698+25.9% | $13,881-48.3% | $4,645+54.4% |