Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $76,288 | $162,136-52.9% | $152,301-49.9% | $154,746-50.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 56.30% | 91.02%-34.7pp | 80.50%-24.2pp | 172.34%-116.0pp |
| Employer contribution / active EE | $4,825 | $4,890-1.3% | $4,624+4.3% | $4,379+10.2% |
| Participant deferral / active EE | $12,616 | $8,341+51.3% | $8,004+57.6% | $6,730+87.4% |
| Admin fee / account holder | $4,979 | $15,759-68.4% | $14,398-65.4% | $14,365-65.3% |