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 | $39,868 | $165,399-75.9% | $149,745-73.4% | $158,982-74.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.59% | 348.34%-338.7pp | 276.72%-267.1pp | 302.99%-293.4pp |
| Employer contribution / active EE | $4,771 | $5,105-6.5% | $4,646+2.7% | $4,763+0.2% |
| Participant deferral / active EE | $8,986 | $7,183+25.1% | $6,843+31.3% | $5,983+50.2% |
| Admin fee / account holder | $1,581 | $10,811-85.4% | $9,312-83.0% | $11,252-85.9% |