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 | $67,147 | $101,618-33.9% | $93,063-27.8% | $137,256-51.1% |
| Participation rate | 83.3% | 74.9%+8.4pp | 72.1%+11.2pp | 80.0%+3.4pp |
| Annual return | 17.95% | 223.95%-206.0pp | 34.15%-16.2pp | 220.34%-202.4pp |
| Employer contribution / active EE | $3,164 | $2,707+16.9% | $2,476+27.8% | $4,156-23.9% |
| Participant deferral / active EE | $5,628 | $4,279+31.5% | $3,958+42.2% | $6,407-12.2% |
| Admin fee / account holder | $3,578 | $6,198-42.3% | $6,033-40.7% | $12,270-70.8% |