Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $64,794 | $201,372-67.8% | $184,260-64.8% | $145,884-55.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.89% | 29.04%-17.1pp | 28.84%-16.9pp | 551.85%-540.0pp |
| Employer contribution / active EE | $2,460 | $7,024-65.0% | $6,427-61.7% | $4,662-47.2% |
| Participant deferral / active EE | $14,755 | $9,808+50.4% | $9,133+61.6% | $6,690+120.6% |
| Admin fee / account holder | $2,739 | $16,362-83.3% | $13,898-80.3% | $13,392-79.5% |