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 | $46,516 | $197,637-76.5% | $177,848-73.8% | $158,982-70.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.83% | 58.77%-31.9pp | 48.33%-21.5pp | 302.99%-276.2pp |
| Employer contribution / active EE | $8,599 | $6,698+28.4% | $5,919+45.3% | $4,763+80.5% |
| Participant deferral / active EE | $9,464 | $8,405+12.6% | $7,714+22.7% | $5,983+58.2% |
| Admin fee / account holder | $1,163 | $15,406-92.4% | $12,431-90.6% | $11,252-89.7% |