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 | $125,659 | $201,370-37.6% | $184,256-31.8% | $145,897-13.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 33.06% | 29.05%+4.0pp | 28.85%+4.2pp | 552.29%-519.2pp |
| Employer contribution / active EE | $22,055 | $7,024+214.0% | $6,427+243.2% | $4,663+373.0% |
| Participant deferral / active EE | $22,705 | $9,808+131.5% | $9,133+148.6% | $6,689+239.4% |
| Admin fee / account holder | $314 | $16,364-98.1% | $13,899-97.7% | $13,390-97.7% |