Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $65,373 | $211,239-69.1% | $178,528-63.4% | $145,877-55.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 27.99% | 30.22%-2.2pp | 27.11%+0.9pp | 551.28%-523.3pp |
| Employer contribution / active EE | $3,122 | $4,570-31.7% | $3,950-21.0% | $4,663-33.1% |
| Participant deferral / active EE | $7,402 | $6,963+6.3% | $6,278+17.9% | $6,691+10.6% |
| Admin fee / account holder | $11,013 | $12,095-8.9% | $10,419+5.7% | $13,402-17.8% |