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 | $69,919 | $184,014-62.0% | $161,149-56.6% | $138,895-49.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 17.27% | 21.52%-4.3pp | 21.16%-3.9pp | 145.39%-128.1pp |
| Employer contribution / active EE | $9,508 | $5,055+88.1% | $4,360+118.1% | $4,194+126.7% |
| Participant deferral / active EE | $7,604 | $6,909+10.1% | $6,153+23.6% | $6,396+18.9% |
| Admin fee / account holder | $441 | $18,027-97.6% | $15,194-97.1% | $12,562-96.5% |