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 | $67,364 | $110,379-39.0% | $102,412-34.2% | $145,884-53.8% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 16.10% | 24.84%-8.7pp | 24.94%-8.8pp | 551.85%-535.8pp |
| Employer contribution / active EE | $7,619 | $4,216+80.7% | $3,870+96.9% | $4,662+63.4% |
| Participant deferral / active EE | $2,102 | $5,622-62.6% | $5,060-58.5% | $6,690-68.6% |
| Admin fee / account holder | $1,128 | $9,745-88.4% | $8,388-86.6% | $13,392-91.6% |