Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $68,272 | $177,156-61.5% | $147,027-53.6% | $154,746-55.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 8.82% | 21.94%-13.1pp | 20.23%-11.4pp | 172.34%-163.5pp |
| Employer contribution / active EE | $11,188 | $4,336+158.0% | $3,626+208.6% | $4,379+155.5% |
| Participant deferral / active EE | $5,161 | $5,797-11.0% | $4,933+4.6% | $6,730-23.3% |
| Admin fee / account holder | $8,594 | $14,904-42.3% | $12,223-29.7% | $14,365-40.2% |