Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $80,530 | $92,798-13.2% | $96,707-16.7% | $137,256-41.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 12.69% | 31.24%-18.5pp | 34.78%-22.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $23,111 | $4,147+457.2% | $4,191+451.4% | $4,156+456.1% |
| Participant deferral / active EE | $13,490 | $5,877+129.6% | $5,997+124.9% | $6,407+110.6% |
| Admin fee / account holder | $1,123 | $7,946-85.9% | $7,503-85.0% | $12,270-90.8% |