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 | $68,106 | $108,882-37.4% | $96,754-29.6% | $154,746-56.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 19.47% | 98.39%-78.9pp | 82.04%-62.6pp | 172.34%-152.9pp |
| Employer contribution / active EE | $3,621 | $3,018+20.0% | $2,679+35.1% | $4,379-17.3% |
| Participant deferral / active EE | $8,213 | $5,323+54.3% | $4,758+72.6% | $6,730+22.0% |
| Admin fee / account holder | $1,585 | $10,200-84.5% | $8,905-82.2% | $14,365-89.0% |