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 | $93,697 | $114,013-17.8% | $103,693-9.6% | $155,188-39.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 16.05% | 49.31%-33.3pp | 47.61%-31.6pp | 148.84%-132.8pp |
| Employer contribution / active EE | $2,977 | $3,131-4.9% | $2,920+1.9% | $4,248-29.9% |
| Participant deferral / active EE | $12,980 | $4,970+161.2% | $4,579+183.5% | $6,531+98.7% |
| Admin fee / account holder | $776 | $8,407-90.8% | $7,858-90.1% | $14,480-94.6% |