Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $106,970 | $213,785-50.0% | $185,441-42.3% | $155,188-31.1% |
| Participation rate | 75.0% | 83.2%-8.2pp | 80.3%-5.3pp | 80.8%-5.8pp |
| Annual return | 18.64% | 19.97%-1.3pp | 20.16%-1.5pp | 148.84%-130.2pp |
| Employer contribution / active EE | $24,693 | $5,393+357.9% | $4,672+428.5% | $4,248+481.3% |
| Participant deferral / active EE | $14,420 | $6,864+110.1% | $6,152+134.4% | $6,531+120.8% |
| Admin fee / account holder | $321 | $21,134-98.5% | $17,890-98.2% | $14,480-97.8% |