Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $153,615 | $184,014-16.5% | $161,149-4.7% | $138,895+10.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 15.14% | 21.52%-6.4pp | 21.16%-6.0pp | 145.39%-130.3pp |
| Employer contribution / active EE | $7,044 | $5,055+39.3% | $4,360+61.6% | $4,194+67.9% |
| Participant deferral / active EE | $13,311 | $6,909+92.7% | $6,153+116.3% | $6,396+108.1% |
| Admin fee / account holder | $7,332 | $18,027-59.3% | $15,194-51.7% | $12,562-41.6% |