Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $95,476 | $162,136-41.1% | $152,301-37.3% | $154,746-38.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.60% | 91.02%-72.4pp | 80.50%-61.9pp | 172.34%-153.7pp |
| Employer contribution / active EE | $9,139 | $4,890+86.9% | $4,624+97.6% | $4,379+108.7% |
| Participant deferral / active EE | $12,230 | $8,341+46.6% | $8,004+52.8% | $6,730+81.7% |
| Admin fee / account holder | $1,158 | $15,759-92.7% | $14,398-92.0% | $14,365-91.9% |