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 | $163,589 | $135,956+20.3% | $123,894+32.0% | $273,972-40.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 35.82% | 56.63%-20.8pp | 47.52%-11.7pp | 41.46%-5.6pp |
| Employer contribution / active EE | $3,614 | $5,170-30.1% | $4,617-21.7% | $4,869-25.8% |
| Participant deferral / active EE | $12,859 | $6,343+102.7% | $5,984+114.9% | $5,287+143.2% |
| Admin fee / account holder | $1,343 | $9,817-86.3% | $8,357-83.9% | $10,133-86.7% |