Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $68,692 | $101,618-32.4% | $93,063-26.2% | $137,256-50.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.64% | 223.95%-205.3pp | 34.15%-15.5pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,821 | $2,707-32.7% | $2,476-26.5% | $4,156-56.2% |
| Participant deferral / active EE | $4,939 | $4,279+15.4% | $3,958+24.8% | $6,407-22.9% |
| Admin fee / account holder | $450 | $6,198-92.7% | $6,033-92.5% | $12,270-96.3% |