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 | $79,341 | $174,379-54.5% | $152,093-47.8% | $138,895-42.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 21.10% | 74.86%-53.8pp | 66.36%-45.3pp | 145.39%-124.3pp |
| Employer contribution / active EE | $2,754 | $4,652-40.8% | $4,175-34.0% | $4,194-34.4% |
| Participant deferral / active EE | $9,097 | $6,159+47.7% | $5,451+66.9% | $6,396+42.2% |
| Admin fee / account holder | $14,329 | $16,880-15.1% | $14,497-1.2% | $12,562+14.1% |