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 | $72,217 | $201,264-64.1% | $184,185-60.8% | $145,978-50.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.29% | 29.00%-14.7pp | 28.81%-14.5pp | 550.52%-536.2pp |
| Employer contribution / active EE | $4,302 | $7,021-38.7% | $6,426-33.0% | $4,662-7.7% |
| Participant deferral / active EE | $11,031 | $9,806+12.5% | $9,132+20.8% | $6,690+64.9% |
| Admin fee / account holder | $12,541 | $16,376-23.4% | $13,909-9.8% | $13,400-6.4% |