Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $68,018 | $112,729-39.7% | $98,716-31.1% | $137,256-50.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.01% | 38.48%-21.5pp | 31.81%-14.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $4,182 | $2,725+53.5% | $2,279+83.5% | $4,156+0.6% |
| Participant deferral / active EE | $10,462 | $4,640+125.5% | $4,048+158.5% | $6,407+63.3% |
| Admin fee / account holder | $5,799 | $10,129-42.7% | $8,703-33.4% | $12,270-52.7% |