Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $173,137 | $110,410+56.8% | $102,437+69.0% | $145,897+18.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.99% | 24.85%-9.9pp | 24.95%-10.0pp | 552.29%-537.3pp |
| Employer contribution / active EE | $30,247 | $4,217+617.2% | $3,871+681.4% | $4,663+548.7% |
| Participant deferral / active EE | $14,939 | $5,622+165.7% | $5,060+195.2% | $6,689+123.3% |
| Admin fee / account holder | $7,701 | $9,745-21.0% | $8,388-8.2% | $13,390-42.5% |