Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $55,300 | $139,948-60.5% | $121,663-54.5% | $154,746-64.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 21.08% | 230.52%-209.4pp | 147.54%-126.5pp | 172.34%-151.3pp |
| Employer contribution / active EE | $4,947 | $3,521+40.5% | $3,020+63.8% | $4,379+13.0% |
| Participant deferral / active EE | $12,614 | $5,629+124.1% | $4,887+158.1% | $6,730+87.4% |
| Admin fee / account holder | $2,705 | $17,321-84.4% | $14,289-81.1% | $14,365-81.2% |