Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $69,968 | $100,262-30.2% | $81,370-14.0% | $145,897-52.0% |
| Participation rate | 70.0% | 74.3%-4.3pp | 69.5%+0.5pp | 80.3%-10.3pp |
| Annual return | 14.57% | 34.52%-20.0pp | 24.85%-10.3pp | 552.29%-537.7pp |
| Employer contribution / active EE | $5,429 | $2,979+82.3% | $2,464+120.3% | $4,663+16.4% |
| Participant deferral / active EE | $12,111 | $4,612+162.6% | $3,885+211.7% | $6,689+81.0% |
| Admin fee / account holder | $13,137 | $8,163+60.9% | $5,749+128.5% | $13,390-1.9% |