Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $94,657 | $110,337-14.2% | $102,383-7.5% | $145,877-35.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.99% | 24.83%-10.8pp | 24.94%-10.9pp | 551.28%-537.3pp |
| Employer contribution / active EE | $8,485 | $4,216+101.3% | $3,870+119.2% | $4,663+82.0% |
| Participant deferral / active EE | $7,420 | $5,621+32.0% | $5,060+46.7% | $6,691+10.9% |
| Admin fee / account holder | $8,785 | $9,750-9.9% | $8,391+4.7% | $13,402-34.4% |