Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $32,882 | $201,372-83.7% | $184,260-82.2% | $145,884-77.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.60% | 29.04%-8.4pp | 28.84%-8.2pp | 551.85%-531.2pp |
| Employer contribution / active EE | $6,432 | $7,024-8.4% | $6,427+0.1% | $4,662+38.0% |
| Participant deferral / active EE | $10,390 | $9,808+5.9% | $9,133+13.8% | $6,690+55.3% |
| Admin fee / account holder | $3,720 | $16,362-77.3% | $13,898-73.2% | $13,392-72.2% |