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 | $108,670 | $201,370-46.0% | $184,256-41.0% | $145,897-25.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.31% | 29.05%-10.7pp | 28.85%-10.5pp | 552.29%-534.0pp |
| Employer contribution / active EE | $12,357 | $7,024+75.9% | $6,427+92.3% | $4,663+165.0% |
| Participant deferral / active EE | $11,714 | $9,808+19.4% | $9,133+28.3% | $6,689+75.1% |
| Admin fee / account holder | $13,654 | $16,364-16.6% | $13,899-1.8% | $13,390+2.0% |