Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $56,570 | $110,410-48.8% | $102,437-44.8% | $145,897-61.2% |
| Participation rate | 95.5% | 77.9%+17.5pp | 74.5%+20.9pp | 80.3%+15.1pp |
| Annual return | 13.51% | 24.85%-11.3pp | 24.95%-11.4pp | 552.29%-538.8pp |
| Employer contribution / active EE | $7,181 | $4,217+70.3% | $3,871+85.5% | $4,663+54.0% |
| Participant deferral / active EE | $4,729 | $5,622-15.9% | $5,060-6.5% | $6,689-29.3% |
| Admin fee / account holder | $593 | $9,745-93.9% | $8,388-92.9% | $13,390-95.6% |