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 | $101,352 | $155,555-34.8% | $146,866-31.0% | $155,188-34.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.13% | 115.41%-101.3pp | 102.85%-88.7pp | 148.84%-134.7pp |
| Employer contribution / active EE | $6,500 | $4,647+39.9% | $4,425+46.9% | $4,248+53.0% |
| Participant deferral / active EE | $6,296 | $8,044-21.7% | $7,759-18.9% | $6,531-3.6% |
| Admin fee / account holder | $685 | $14,755-95.4% | $13,620-95.0% | $14,480-95.3% |