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 | $162,585 | $106,749+52.3% | $145,433+11.8% | $82,448+97.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 24.05% | 27.59%-3.5pp | 66.58%-42.5pp | 41.64%-17.6pp |
| Employer contribution / active EE | $5,963 | $3,444+73.1% | $4,554+30.9% | $2,551+133.7% |
| Participant deferral / active EE | $12,761 | $6,519+95.8% | $7,897+61.6% | $4,139+208.3% |
| Admin fee / account holder | $7,796 | $8,390-7.1% | $13,129-40.6% | $7,234+7.8% |