Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $59,283 | $68,852-13.9% | $120,524-50.8% | $80,925-26.7% |
| Participation rate | 88.7% | 61.6%+27.0pp | 71.9%+16.7pp | 67.7%+21.0pp |
| Annual return | 15.97% | 23.67%-7.7pp | 107.36%-91.4pp | 35.65%-19.7pp |
| Employer contribution / active EE | $12,244 | $2,063+493.4% | $3,469+253.0% | $2,756+344.2% |
| Participant deferral / active EE | $13,429 | $3,187+321.4% | $4,994+168.9% | $4,299+212.4% |
| Admin fee / account holder | $3,834 | $5,781-33.7% | $9,440-59.4% | $6,940-44.8% |