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 | $33,452 | $165,399-79.8% | $149,745-77.7% | $158,982-79.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.75% | 348.34%-330.6pp | 276.72%-259.0pp | 302.99%-285.2pp |
| Employer contribution / active EE | $2,677 | $5,105-47.6% | $4,646-42.4% | $4,763-43.8% |
| Participant deferral / active EE | $3,660 | $7,183-49.0% | $6,843-46.5% | $5,983-38.8% |
| Admin fee / account holder | $329 | $10,811-97.0% | $9,312-96.5% | $11,252-97.1% |