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 | $83,828 | $101,618-17.5% | $93,063-9.9% | $137,256-38.9% |
| Participation rate | 85.7% | 74.9%+10.8pp | 72.1%+13.6pp | 80.0%+5.8pp |
| Annual return | 17.82% | 223.95%-206.1pp | 34.15%-16.3pp | 220.34%-202.5pp |
| Employer contribution / active EE | $8,617 | $2,707+218.3% | $2,476+248.0% | $4,156+107.3% |
| Participant deferral / active EE | $8,551 | $4,279+99.8% | $3,958+116.0% | $6,407+33.5% |
| Admin fee / account holder | $1,427 | $6,198-77.0% | $6,033-76.3% | $12,270-88.4% |