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 | $68,573 | $112,729-39.2% | $98,716-30.5% | $137,256-50.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 41.62% | 38.48%+3.1pp | 31.81%+9.8pp | 220.34%-178.7pp |
| Employer contribution / active EE | $3,345 | $2,725+22.8% | $2,279+46.8% | $4,156-19.5% |
| Participant deferral / active EE | $6,991 | $4,640+50.7% | $4,048+72.7% | $6,407+9.1% |
| Admin fee / account holder | $514 | $10,129-94.9% | $8,703-94.1% | $12,270-95.8% |