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 | $71,747 | $227,291-68.4% | $214,702-66.6% | $155,188-53.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 13.01% | 60.08%-47.1pp | 54.55%-41.5pp | 148.84%-135.8pp |
| Employer contribution / active EE | $7,271 | $6,772+7.4% | $6,461+12.5% | $4,248+71.2% |
| Participant deferral / active EE | $7,941 | $9,582-17.1% | $9,147-13.2% | $6,531+21.6% |
| Admin fee / account holder | $20,451 | $20,413+0.2% | $19,830+3.1% | $14,480+41.2% |