Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $81,994 | $155,555-47.3% | $146,866-44.2% | $155,188-47.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.50% | 115.41%-98.9pp | 102.85%-86.4pp | 148.84%-132.3pp |
| Employer contribution / active EE | $5,004 | $4,647+7.7% | $4,425+13.1% | $4,248+17.8% |
| Participant deferral / active EE | $18,079 | $8,044+124.7% | $7,759+133.0% | $6,531+176.8% |
| Admin fee / account holder | $6,805 | $14,755-53.9% | $13,620-50.0% | $14,480-53.0% |