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 | $162,253 | $110,303+47.1% | $95,759+69.4% | $139,487+16.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.08% | 27.19%-14.1pp | 28.42%-15.3pp | 373.84%-360.8pp |
| Employer contribution / active EE | $8,398 | $3,261+157.6% | $2,836+196.1% | $4,755+76.6% |
| Participant deferral / active EE | $8,715 | $4,674+86.4% | $4,244+105.4% | $6,713+29.8% |
| Admin fee / account holder | $2,930 | $6,615-55.7% | $5,678-48.4% | $11,407-74.3% |