Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $51,164 | $114,119-55.2% | $107,187-52.3% | $138,895-63.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.43% | 273.21%-254.8pp | 204.55%-186.1pp | 145.39%-127.0pp |
| Employer contribution / active EE | $3,437 | $4,059-15.3% | $3,782-9.1% | $4,194-18.1% |
| Participant deferral / active EE | $7,786 | $5,538+40.6% | $5,096+52.8% | $6,396+21.7% |
| Admin fee / account holder | $1,054 | $10,024-89.5% | $9,162-88.5% | $12,562-91.6% |