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 | $168,575 | $106,864+57.7% | $147,318+14.4% | $82,637+104.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.59% | 27.49%-11.9pp | 70.43%-54.8pp | 53.51%-37.9pp |
| Employer contribution / active EE | $6,650 | $3,417+94.6% | $4,593+44.8% | $2,552+160.6% |
| Participant deferral / active EE | $17,028 | $6,496+162.2% | $7,906+115.4% | $4,126+312.7% |
| Admin fee / account holder | $30,051 | $8,415+257.1% | $13,708+119.2% | $7,339+309.5% |