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 | $139,707 | $84,236+65.9% | $170,439-18.0% | $70,124+99.2% |
| Participation rate | 98.6% | 70.8%+27.8pp | 83.6%+15.0pp | 69.5%+29.1pp |
| Annual return | 14.09% | 23.06%-9.0pp | 205.94%-191.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $9,051 | $3,387+167.2% | $5,433+66.6% | $2,342+286.4% |
| Participant deferral / active EE | $4,287 | $3,086+38.9% | $4,939-13.2% | $3,332+28.7% |
| Admin fee / account holder | $19,445 | $5,698+241.2% | $13,881+40.1% | $4,645+318.6% |