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 | $56,141 | $139,948-59.9% | $121,663-53.9% | $154,746-63.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 16.29% | 230.52%-214.2pp | 147.54%-131.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,295 | $3,521-34.8% | $3,020-24.0% | $4,379-47.6% |
| Participant deferral / active EE | $8,504 | $5,629+51.1% | $4,887+74.0% | $6,730+26.3% |
| Admin fee / account holder | $569 | $17,321-96.7% | $14,289-96.0% | $14,365-96.0% |