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 | $86,353 | $89,259-3.3% | $107,187-19.4% | $82,637+4.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 24.96% | 21.02%+3.9pp | 204.55%-179.6pp | 53.51%-28.5pp |
| Employer contribution / active EE | $5,147 | $3,080+67.1% | $3,782+36.1% | $2,552+101.7% |
| Participant deferral / active EE | $12,712 | $4,037+214.9% | $5,096+149.5% | $4,126+208.1% |
| Admin fee / account holder | $3,158 | $7,381-57.2% | $9,162-65.5% | $7,339-57.0% |