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 | $58,853 | $162,136-63.7% | $152,301-61.4% | $154,746-62.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 26.35% | 91.02%-64.7pp | 80.50%-54.2pp | 172.34%-146.0pp |
| Employer contribution / active EE | $6,923 | $4,890+41.6% | $4,624+49.7% | $4,379+58.1% |
| Participant deferral / active EE | $16,122 | $8,341+93.3% | $8,004+101.4% | $6,730+139.5% |
| Admin fee / account holder | $1,002 | $15,759-93.6% | $14,398-93.0% | $14,365-93.0% |