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 | $82,011 | $111,814-26.7% | $103,374-20.7% | $145,959-43.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.78% | 24.77%-7.0pp | 24.89%-7.1pp | 561.95%-544.2pp |
| Employer contribution / active EE | $7,809 | $4,214+85.3% | $3,869+101.8% | $4,661+67.5% |
| Participant deferral / active EE | $13,603 | $5,618+142.1% | $5,058+169.0% | $6,689+103.4% |
| Admin fee / account holder | $1,331 | $9,754-86.4% | $8,394-84.1% | $13,398-90.1% |