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 | $58,510 | $110,212-46.9% | $96,534-39.4% | $139,466-58.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.36% | 26.42%-11.1pp | 25.88%-10.5pp | 373.66%-358.3pp |
| Employer contribution / active EE | $9,836 | $3,620+171.7% | $2,965+231.7% | $4,754+106.9% |
| Participant deferral / active EE | $9,805 | $5,547+76.7% | $4,851+102.1% | $6,712+46.1% |
| Admin fee / account holder | $650 | $11,599-94.4% | $8,253-92.1% | $11,409-94.3% |