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 | $233,239 | $103,164+126.1% | $90,259+158.4% | $154,746+50.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 16.94% | 19.25%-2.3pp | 18.88%-1.9pp | 172.34%-155.4pp |
| Employer contribution / active EE | $850 | $2,532-66.4% | $2,291-62.9% | $4,379-80.6% |
| Participant deferral / active EE | $1,320 | $4,422-70.1% | $3,827-65.5% | $6,730-80.4% |
| Admin fee / account holder | $60,331 | $8,593+602.1% | $7,267+730.2% | $14,365+320.0% |