Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $75,109 | $227,399-67.0% | $189,758-60.4% | $198,609-62.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.31% | 61.03%-42.7pp | 52.62%-34.3pp | 202.70%-184.4pp |
| Employer contribution / active EE | $4,297 | $5,526-22.2% | $4,767-9.8% | $5,055-15.0% |
| Participant deferral / active EE | $10,578 | $6,837+54.7% | $5,856+80.6% | $6,977+51.6% |
| Admin fee / account holder | $1,261 | $25,162-95.0% | $20,388-93.8% | $19,030-93.4% |