Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $82,871 | $177,156-53.2% | $147,027-43.6% | $154,746-46.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 12.60% | 21.94%-9.3pp | 20.23%-7.6pp | 172.34%-159.7pp |
| Employer contribution / active EE | $9,691 | $4,336+123.5% | $3,626+167.3% | $4,379+121.3% |
| Participant deferral / active EE | $12,163 | $5,797+109.8% | $4,933+146.6% | $6,730+80.7% |
| Admin fee / account holder | $16,678 | $14,904+11.9% | $12,223+36.5% | $14,365+16.1% |