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 | $81,483 | $165,361-50.7% | $149,715-45.6% | $158,950-48.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.10% | 348.24%-334.1pp | 276.66%-262.6pp | 302.91%-288.8pp |
| Employer contribution / active EE | $7,905 | $5,103+54.9% | $4,645+70.2% | $4,762+66.0% |
| Participant deferral / active EE | $6,807 | $7,182-5.2% | $6,842-0.5% | $5,983+13.8% |
| Admin fee / account holder | $2,243 | $10,808-79.2% | $9,310-75.9% | $11,248-80.1% |