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 | $244,610 | $149,679+63.4% | $117,039+109.0% | $147,585+65.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 11.30% | 19.31%-8.0pp | 18.95%-7.7pp | 578.58%-567.3pp |
| Employer contribution / active EE | $10,149 | $4,937+105.6% | $3,785+168.2% | $4,876+108.1% |
| Participant deferral / active EE | $5,440 | $4,912+10.8% | $3,929+38.4% | $5,4390% |
| Admin fee / account holder | $1,489 | $7,856-81.0% | $5,974-75.1% | $10,886-86.3% |