Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $122,794 | $181,062-32.2% | $158,223-22.4% | $155,188-20.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.40% | 57.39%-37.0pp | 52.09%-31.7pp | 148.84%-128.4pp |
| Employer contribution / active EE | $13,662 | $4,565+199.3% | $4,109+232.5% | $4,248+221.6% |
| Participant deferral / active EE | $15,954 | $6,134+160.1% | $5,467+191.8% | $6,531+144.3% |
| Admin fee / account holder | $1,922 | $18,825-89.8% | $16,047-88.0% | $14,480-86.7% |