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 | $86,511 | $183,627-52.9% | $155,602-44.4% | $145,978-40.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.01% | 61.32%-44.3pp | 64.81%-47.8pp | 550.52%-533.5pp |
| Employer contribution / active EE | $7,158 | $5,316+34.6% | $4,675+53.1% | $4,662+53.5% |
| Participant deferral / active EE | $4,972 | $6,466-23.1% | $5,629-11.7% | $6,690-25.7% |
| Admin fee / account holder | $1,968 | $19,327-89.8% | $15,923-87.6% | $13,400-85.3% |