Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $159,687 | $149,446+6.9% | $256,809-37.8% | $94,015+69.9% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 21.95% | 17.55%+4.4pp | 32.73%-10.8pp | 17.84%+4.1pp |
| Employer contribution / active EE | $18,138 | $4,596+294.6% | $7,263+149.7% | $2,790+550.1% |
| Participant deferral / active EE | $17,902 | $6,491+175.8% | $9,520+88.0% | $4,249+321.3% |
| Admin fee / account holder | $795 | $24,035-96.7% | $25,146-96.8% | $8,951-91.1% |