Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $99,434 | $165,381-39.9% | $149,730-33.6% | $158,966-37.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.87% | 348.29%-333.4pp | 276.70%-261.8pp | 302.95%-288.1pp |
| Employer contribution / active EE | $4,735 | $5,104-7.2% | $4,645+1.9% | $4,762-0.6% |
| Participant deferral / active EE | $3,564 | $7,182-50.4% | $6,843-47.9% | $5,983-40.4% |
| Admin fee / account holder | $1,593 | $10,809-85.3% | $9,310-82.9% | $11,250-85.8% |