Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $63,601 | $109,411-41.9% | $89,435-28.9% | $158,982-60.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.75% | 345.68%-330.9pp | 245.55%-230.8pp | 302.99%-288.2pp |
| Employer contribution / active EE | $3,022 | $3,173-4.8% | $2,587+16.8% | $4,763-36.6% |
| Participant deferral / active EE | $15,676 | $4,600+240.8% | $3,890+302.9% | $5,983+162.0% |
| Admin fee / account holder | $4,453 | $6,159-27.7% | $4,884-8.8% | $11,252-60.4% |