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 | $45,054 | $106,247-57.6% | $96,515-53.3% | $139,466-67.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 30.54% | 38.47%-7.9pp | 35.73%-5.2pp | 373.66%-343.1pp |
| Employer contribution / active EE | $9,374 | $4,106+128.3% | $3,740+150.7% | $4,754+97.2% |
| Participant deferral / active EE | $6,714 | $5,456+23.1% | $4,880+37.6% | $6,7120% |
| Admin fee / account holder | $3,393 | $7,885-57.0% | $6,735-49.6% | $11,409-70.3% |