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 | $155,760 | $201,264-22.6% | $184,185-15.4% | $145,978+6.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 29.65% | 29.00%+0.6pp | 28.81%+0.8pp | 550.52%-520.9pp |
| Employer contribution / active EE | $29,461 | $7,021+319.6% | $6,426+358.5% | $4,662+532.0% |
| Participant deferral / active EE | $25,192 | $9,806+156.9% | $9,132+175.9% | $6,690+276.6% |
| Admin fee / account holder | $14,657 | $16,376-10.5% | $13,909+5.4% | $13,400+9.4% |