Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $72,935 | $77,523-5.9% | $100,383-27.3% | $80,874-9.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 14.79% | 37.21%-22.4pp | 49.26%-34.5pp | 35.62%-20.8pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $16,739 | $6,822+145.4% | $8,086+107.0% | $4,297+289.5% |
| Admin fee / account holder | $2,457 | $5,899-58.3% | $7,900-68.9% | $6,935-64.6% |