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 | $154,555 | $201,344-23.2% | $184,243-16.1% | $145,877+5.9% |
| Participation rate | 94.4% | 87.5%+7.0pp | 86.8%+7.6pp | 80.3%+14.1pp |
| Annual return | 12.54% | 29.01%-16.5pp | 28.82%-16.3pp | 551.28%-538.7pp |
| Employer contribution / active EE | $10,622 | $7,022+51.3% | $6,427+65.3% | $4,663+127.8% |
| Participant deferral / active EE | $18,012 | $9,807+83.7% | $9,132+97.2% | $6,691+169.2% |
| Admin fee / account holder | $4,806 | $16,382-70.7% | $13,914-65.5% | $13,402-64.1% |