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 | $76,234 | $172,111-55.7% | $150,298-49.3% | $137,256-44.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.39% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,383 | $4,636-27.0% | $4,154-18.6% | $4,156-18.6% |
| Participant deferral / active EE | $14,174 | $6,166+129.9% | $5,453+159.9% | $6,407+121.2% |
| Admin fee / account holder | $416 | $16,471-97.5% | $14,116-97.1% | $12,270-96.6% |