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 | $112,012 | $228,352-50.9% | $185,835-39.7% | $158,966-29.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 25.18% | 40.81%-15.6pp | 35.96%-10.8pp | 302.95%-277.8pp |
| Employer contribution / active EE | $9,102 | $4,967+83.3% | $4,087+122.7% | $4,762+91.1% |
| Participant deferral / active EE | $39,196 | $6,416+510.9% | $5,633+595.8% | $5,983+555.1% |
| Admin fee / account holder | $2,388 | $11,867-79.9% | $9,502-74.9% | $11,250-78.8% |