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 | $30,427 | $110,410-72.4% | $102,437-70.3% | $145,897-79.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 32.79% | 24.85%+7.9pp | 24.95%+7.8pp | 552.29%-519.5pp |
| Employer contribution / active EE | $4,115 | $4,217-2.4% | $3,871+6.3% | $4,663-11.7% |
| Participant deferral / active EE | $6,687 | $5,622+19.0% | $5,060+32.2% | $6,6890% |
| Admin fee / account holder | $10,328 | $9,745+6.0% | $8,388+23.1% | $13,390-22.9% |