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 | $65,208 | $155,555-58.1% | $146,866-55.6% | $155,188-58.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.71% | 115.41%-99.7pp | 102.85%-87.1pp | 148.84%-133.1pp |
| Employer contribution / active EE | $5,379 | $4,647+15.8% | $4,425+21.6% | $4,248+26.6% |
| Participant deferral / active EE | $14,697 | $8,044+82.7% | $7,759+89.4% | $6,531+125.0% |
| Admin fee / account holder | $321 | $14,755-97.8% | $13,620-97.6% | $14,480-97.8% |