Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $65,012 | $147,594-56.0% | $121,871-46.7% | $198,609-67.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 10.13% | 12.94%-2.8pp | 13.57%-3.4pp | 202.70%-192.6pp |
| Employer contribution / active EE | $5,086 | $3,007+69.2% | $2,731+86.2% | $5,055+0.6% |
| Participant deferral / active EE | $6,287 | $5,168+21.6% | $4,318+45.6% | $6,977-9.9% |
| Admin fee / account holder | $18,090 | $15,134+19.5% | $11,551+56.6% | $19,030-4.9% |