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 | $75,249 | $115,225-34.7% | $100,712-25.3% | $138,895-45.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 19.91% | 40.35%-20.4pp | 33.27%-13.4pp | 145.39%-125.5pp |
| Employer contribution / active EE | $8,764 | $2,771+216.2% | $2,313+278.9% | $4,194+108.9% |
| Participant deferral / active EE | $7,327 | $4,699+55.9% | $4,085+79.4% | $6,396+14.6% |
| Admin fee / account holder | $2,234 | $10,844-79.4% | $9,256-75.9% | $12,562-82.2% |