Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $56,551 | $154,159-63.3% | $130,026-56.5% | $139,456-59.4% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 13.04% | 32.50%-19.5pp | -137.26%+150.3pp | 373.45%-360.4pp |
| Employer contribution / active EE | $26,121 | $5,292+393.6% | $4,321+504.5% | $4,753+449.6% |
| Participant deferral / active EE | $12,827 | $6,710+91.2% | $5,821+120.4% | $6,711+91.1% |
| Admin fee / account holder | $1,748 | $14,001-87.5% | $10,608-83.5% | $11,407-84.7% |