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 | $53,345 | $196,972-72.9% | $182,262-70.7% | $198,609-73.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 22.52% | 158.27%-135.8pp | 140.60%-118.1pp | 202.70%-180.2pp |
| Employer contribution / active EE | $2,282 | $5,364-57.5% | $5,046-54.8% | $5,055-54.9% |
| Participant deferral / active EE | $13,107 | $8,643+51.7% | $8,276+58.4% | $6,977+87.9% |
| Admin fee / account holder | $1,020 | $18,429-94.5% | $16,712-93.9% | $19,030-94.6% |