Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $80,360 | $161,352-50.2% | $134,172-40.1% | $137,256-41.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 19.76% | 28.72%-9.0pp | 25.30%-5.5pp | 220.34%-200.6pp |
| Employer contribution / active EE | $9,512 | $4,099+132.1% | $3,420+178.1% | $4,156+128.9% |
| Participant deferral / active EE | $9,269 | $5,552+66.9% | $4,690+97.6% | $6,407+44.7% |
| Admin fee / account holder | $803 | $15,028-94.7% | $12,016-93.3% | $12,270-93.5% |