Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $90,154 | $112,729-20.0% | $98,716-8.7% | $137,256-34.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.12% | 38.48%-21.4pp | 31.81%-14.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $18,823 | $2,725+590.7% | $2,279+726.1% | $4,156+352.9% |
| Participant deferral / active EE | $10,729 | $4,640+131.2% | $4,048+165.1% | $6,407+67.5% |
| Admin fee / account holder | $612 | $10,129-94.0% | $8,703-93.0% | $12,270-95.0% |