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 | $87,800 | $227,399-61.4% | $189,758-53.7% | $198,609-55.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 43.66% | 61.03%-17.4pp | 52.62%-9.0pp | 202.70%-159.0pp |
| Employer contribution / active EE | $3,673 | $5,526-33.5% | $4,767-22.9% | $5,055-27.3% |
| Participant deferral / active EE | $13,400 | $6,837+96.0% | $5,856+128.8% | $6,977+92.1% |
| Admin fee / account holder | $807 | $25,162-96.8% | $20,388-96.0% | $19,030-95.8% |