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 | $83,734 | $201,372-58.4% | $184,260-54.6% | $145,884-42.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 40.78% | 29.04%+11.7pp | 28.84%+11.9pp | 551.85%-511.1pp |
| Employer contribution / active EE | $8,571 | $7,024+22.0% | $6,427+33.4% | $4,662+83.8% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,767 | $16,362-89.2% | $13,898-87.3% | $13,392-86.8% |