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 | $180,859 | $201,259-10.1% | $184,200-1.8% | $145,959+23.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.11% | 28.98%-14.9pp | 28.80%-14.7pp | 561.95%-547.8pp |
| Employer contribution / active EE | $11,217 | $7,018+59.8% | $6,424+74.6% | $4,661+140.7% |
| Participant deferral / active EE | $11,391 | $9,806+16.2% | $9,132+24.7% | $6,689+70.3% |
| Admin fee / account holder | $1,750 | $16,372-89.3% | $13,907-87.4% | $13,398-86.9% |