Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $66,845 | $162,136-58.8% | $152,301-56.1% | $154,746-56.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.31% | 91.02%-72.7pp | 80.50%-62.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $14,010 | $4,890+186.5% | $4,624+203.0% | $4,379+219.9% |
| Participant deferral / active EE | $8,583 | $8,341+2.9% | $8,004+7.2% | $6,730+27.5% |
| Admin fee / account holder | $478 | $15,759-97.0% | $14,398-96.7% | $14,365-96.7% |