Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $51,878 | $154,228-66.4% | $145,433-64.3% | $137,256-62.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.85% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $15,049 | $4,804+213.3% | $4,554+230.4% | $4,156+262.1% |
| Participant deferral / active EE | $6,408 | $8,216-22.0% | $7,897-18.9% | $6,4070% |
| Admin fee / account holder | $12,971 | $14,344-9.6% | $13,129-1.2% | $12,270+5.7% |