Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $160,488 | $184,014-12.8% | $161,149-0.4% | $138,895+15.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.26% | 21.52%-7.3pp | 21.16%-6.9pp | 145.39%-131.1pp |
| Employer contribution / active EE | $2,771 | $5,055-45.2% | $4,360-36.4% | $4,194-33.9% |
| Participant deferral / active EE | $35,333 | $6,909+411.4% | $6,153+474.2% | $6,396+452.4% |
| Admin fee / account holder | $2,507 | $18,027-86.1% | $15,194-83.5% | $12,562-80.0% |