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 | $63,585 | $114,013-44.2% | $103,693-38.7% | $155,188-59.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 21.92% | 49.31%-27.4pp | 47.61%-25.7pp | 148.84%-126.9pp |
| Employer contribution / active EE | $2,423 | $3,131-22.6% | $2,920-17.0% | $4,248-43.0% |
| Participant deferral / active EE | $10,106 | $4,970+103.3% | $4,579+120.7% | $6,531+54.7% |
| Admin fee / account holder | $6,188 | $8,407-26.4% | $7,858-21.3% | $14,480-57.3% |