Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $103,139 | $106,749-3.4% | $145,433-29.1% | $82,448+25.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.41% | 27.59%-9.2pp | 66.58%-48.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $15,766 | $3,444+357.7% | $4,554+246.2% | $2,551+518.1% |
| Participant deferral / active EE | $13,447 | $6,519+106.3% | $7,897+70.3% | $4,139+224.9% |
| Admin fee / account holder | $13,927 | $8,390+66.0% | $13,129+6.1% | $7,234+92.5% |