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 | $112,345 | $211,105-46.8% | $178,449-37.0% | $145,978-23.0% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 15.71% | 30.19%-14.5pp | 27.09%-11.4pp | 550.52%-534.8pp |
| Employer contribution / active EE | $12,747 | $4,569+179.0% | $3,951+222.6% | $4,662+173.4% |
| Participant deferral / active EE | $6,954 | $6,959-0.1% | $6,277+10.8% | $6,690+4.0% |
| Admin fee / account holder | $472 | $12,017-96.1% | $10,362-95.4% | $13,400-96.5% |