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 | $82,273 | $211,288-61.1% | $178,540-53.9% | $145,884-43.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.04% | 30.27%-22.2pp | 27.15%-19.1pp | 551.85%-543.8pp |
| Employer contribution / active EE | $3,594 | $4,574-21.4% | $3,953-9.1% | $4,662-22.9% |
| Participant deferral / active EE | $5,616 | $6,967-19.4% | $6,281-10.6% | $6,690-16.0% |
| Admin fee / account holder | $410 | $12,105-96.6% | $10,424-96.1% | $13,392-96.9% |