Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $61,219 | $111,814-45.2% | $103,378-40.8% | $145,978-58.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.48% | 24.80%-9.3pp | 24.91%-9.4pp | 550.52%-535.0pp |
| Employer contribution / active EE | $6,621 | $4,215+57.1% | $3,870+71.1% | $4,662+42.0% |
| Participant deferral / active EE | $7,862 | $5,618+39.9% | $5,058+55.4% | $6,690+17.5% |
| Admin fee / account holder | $1,750 | $9,764-82.1% | $8,401-79.2% | $13,400-86.9% |