Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $161,954 | $167,533-3.3% | $151,645+6.8% | $134,545+20.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.93% | 7.81%-6.9pp | 3.34%-2.4pp | 418.37%-417.4pp |
| Employer contribution / active EE | $15,034 | $6,828+120.2% | $6,165+143.9% | $4,742+217.1% |
| Participant deferral / active EE | $11,213 | $8,985+24.8% | $8,363+34.1% | $6,401+75.2% |
| Admin fee / account holder | $15,083 | $13,781+9.4% | $11,614+29.9% | $11,431+31.9% |